Curtis Advisory Group’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 | $8.95M | Buy |
143,055
+8,450
| +6% | +$529K | 2.25% | 12 |
|
|
2025
Q1 | $8.03M | Buy |
134,605
+12,674
| +10% | +$756K | 2.36% | 11 |
|
|
2024
Q4 | $7.56M | Buy |
121,931
+10,014
| +9% | +$621K | 2% | 12 |
|
|
2024
Q3 | $6.84M | Buy |
111,917
+18,402
| +20% | +$1.13M | 1.94% | 12 |
|
|
2024
Q2 | $5.48M | Buy |
93,515
+51,865
| +125% | +$3.04M | 1.93% | 16 |
|
|
2024
Q1 | $2.33M | Buy |
41,650
+32,518
| +356% | +$1.82M | 0.9% | 26 |
|
|
2023
Q4 | $483K | Buy |
+9,132
| New | +$483K | 0.22% | 58 |
|