Cetera Investment Advisers’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 | $88.6M | Sell |
1,415,651
-100,311
| -7% | -$6.28M | 0.15% | 137 |
|
|
2025
Q1 | $90.5M | Buy |
1,515,962
+547,444
| +57% | +$32.7M | 0.18% | 110 |
|
|
2024
Q4 | $60.1M | Buy |
968,518
+205,983
| +27% | +$12.8M | 0.13% | 165 |
|
|
2024
Q3 | $46.6M | Buy |
762,535
+574,536
| +306% | +$35.1M | 0.1% | 198 |
|
|
2024
Q2 | $11M | Buy |
187,999
+87,191
| +86% | +$5.11M | 0.03% | 635 |
|
|
2024
Q1 | $5.64M | Buy |
+100,808
| New | +$5.64M | 0.01% | 925 |
|