Centaurus Financial’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 | $117K | Sell |
1,870
-854
| -31% | -$53.4K | 0.01% | 894 |
|
|
2025
Q1 | $163K | Hold |
2,724
| – | – | 0.01% | 738 |
|
|
2024
Q4 | $169K | Hold |
2,724
| – | – | 0.01% | 705 |
|
|
2024
Q3 | $167K | Hold |
2,724
| – | – | 0.01% | 683 |
|
|
2024
Q2 | $159K | Buy |
2,724
+904
| +50% | +$52.8K | 0.01% | 662 |
|
|
2024
Q1 | $102K | Buy |
+1,820
| New | +$102K | 0.01% | 759 |
|