Cambridge Investment Research Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Sell |
484,487
-30,313
| -6% | -$1.9M | 0.09% | 223 |
|
|
2025
Q1 | $30.7M | Buy |
514,800
+12,680
| +3% | +$757K | 0.1% | 191 |
|
|
2024
Q4 | $31.2M | Sell |
502,120
-143,223
| -22% | -$8.89M | 0.1% | 182 |
|
|
2024
Q3 | $39.5M | Buy |
645,343
+303,608
| +89% | +$18.6M | 0.13% | 143 |
|
|
2024
Q2 | $20M | Sell |
341,735
-84,432
| -20% | -$4.94M | 0.07% | 263 |
|
|
2024
Q1 | $23.9M | Buy |
426,167
+408,155
| +2,266% | +$22.8M | 0.09% | 211 |
|
|
2023
Q4 | $952K | Buy |
+18,012
| New | +$952K | ﹤0.01% | 1689 |
|