Capital Advisors Ltd’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 | $94K | Hold |
1,507
| – | – | 0.01% | 356 |
|
|
2025
Q1 | $90K | Hold |
1,507
| – | – | 0.01% | 358 |
|
|
2024
Q4 | $93K | Hold |
1,507
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $92K | Hold |
1,507
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $88K | Hold |
1,507
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $84K | Buy |
1,507
+550
| +57% | +$30.7K | 0.01% | 361 |
|
|
2023
Q4 | $51K | Buy |
+957
| New | +$51K | 0.01% | 414 |
|