Commonwealth Equity Services’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 | $35.5M | Sell |
567,530
-25,051
| -4% | -$1.57M | 0.05% | 385 |
|
|
2025
Q1 | $35.4M | Buy |
592,581
+282,890
| +91% | +$16.9M | 0.05% | 367 |
|
|
2024
Q4 | $19.2M | Buy |
309,691
+165,099
| +114% | +$10.2M | 0.03% | 543 |
|
|
2024
Q3 | $8.84M | Buy |
144,592
+18,276
| +14% | +$1.12M | 0.01% | 892 |
|
|
2024
Q2 | $7.4M | Buy |
126,316
+81,172
| +180% | +$4.75M | 0.01% | 964 |
|
|
2024
Q1 | $2.53M | Buy |
45,144
+33,085
| +274% | +$1.85M | ﹤0.01% | 1623 |
|
|
2023
Q4 | $638K | Buy |
+12,059
| New | +$638K | ﹤0.01% | 2516 |
|