CAP Partners LLC’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 | $508K | Buy |
8,116
+977
| +14% | +$61.1K | 0.32% | 73 |
|
|
2025
Q1 | $426K | Buy |
7,139
+1,083
| +18% | +$64.6K | 0.31% | 80 |
|
|
2024
Q4 | $376K | Buy |
6,056
+1,390
| +30% | +$86.2K | 0.26% | 88 |
|
|
2024
Q3 | $285K | Buy |
4,666
+257
| +6% | +$15.7K | 0.21% | 105 |
|
|
2024
Q2 | $258K | Buy |
4,409
+142
| +3% | +$8.32K | 0.21% | 104 |
|
|
2024
Q1 | $239K | Buy |
+4,267
| New | +$239K | 0.21% | 101 |
|