Capital Planning 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 | $11.9M | Buy |
190,694
+8,000
| +4% | +$501K | 1.75% | 18 |
|
|
2025
Q1 | $10.9M | Buy |
182,694
+13,775
| +8% | +$822K | 1.68% | 17 |
|
|
2024
Q4 | $10.5M | Buy |
168,919
+49,826
| +42% | +$3.09M | 1.62% | 18 |
|
|
2024
Q3 | $7.28M | Buy |
119,093
+41,682
| +54% | +$2.55M | 1.1% | 24 |
|
|
2024
Q2 | $4.53M | Buy |
77,411
+41,149
| +113% | +$2.41M | 0.78% | 34 |
|
|
2024
Q1 | $2.03M | Buy |
36,262
+10,186
| +39% | +$570K | 0.36% | 57 |
|
|
2023
Q4 | $1.38M | Buy |
+26,076
| New | +$1.38M | 0.26% | 65 |
|