CoreCap Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
3,349
+1,103
| +49% | +$69K | 0.01% | 728 |
|
|
2025
Q1 | $134K | Buy |
2,246
+1,995
| +795% | +$119K | 0.01% | 790 |
|
|
2024
Q4 | $15.6K | Buy |
+251
| New | +$15.6K | ﹤0.01% | 1621 |
|
|
2024
Q2 | – | Sell |
-375
| Closed | -$21K | – | 2031 |
|
|
2024
Q1 | $21K | Buy |
+375
| New | +$21K | ﹤0.01% | 1463 |
|