Comerica Bank’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 | $614K | Sell |
9,813
-2,695
| -22% | -$169K | ﹤0.01% | 1777 |
|
|
2025
Q1 | $746K | Buy |
12,508
+583
| +5% | +$34.8K | ﹤0.01% | 1651 |
|
|
2024
Q4 | $740K | Buy |
11,925
+7,860
| +193% | +$488K | ﹤0.01% | 1716 |
|
|
2024
Q3 | $249K | Buy |
4,065
+1,456
| +56% | +$89K | ﹤0.01% | 2210 |
|
|
2024
Q2 | $153K | Buy |
2,609
+906
| +53% | +$53.1K | ﹤0.01% | 2377 |
|
|
2024
Q1 | $95.3K | Sell |
1,703
-1,608
| -49% | -$90K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $175K | Buy |
+3,311
| New | +$175K | ﹤0.01% | 2301 |
|