Fiduciary Alliance’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 | $4.89M | Sell |
78,131
-612
| -0.8% | -$38.3K | 0.36% | 68 |
|
|
2025
Q1 | $4.7M | Buy |
78,743
+3,536
| +5% | +$211K | 0.46% | 57 |
|
|
2024
Q4 | $4.67M | Buy |
75,207
+5,862
| +8% | +$364K | 0.47% | 59 |
|
|
2024
Q3 | $4.24M | Buy |
69,345
+12,719
| +22% | +$778K | 0.56% | 51 |
|
|
2024
Q2 | $3.33M | Buy |
56,626
+14,230
| +34% | +$836K | 0.54% | 51 |
|
|
2024
Q1 | $2.37M | Buy |
42,396
+14,308
| +51% | +$800K | 0.42% | 60 |
|
|
2023
Q4 | $1.49M | Buy |
+28,088
| New | +$1.49M | 0.29% | 66 |
|