Foundations Investment 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 | $2.95M | Buy |
47,108
+6,787
| +17% | +$425K | 0.05% | 263 |
|
|
2025
Q1 | $2.41M | Buy |
40,321
+12,126
| +43% | +$724K | 0.04% | 272 |
|
|
2024
Q4 | $1.75M | Buy |
28,195
+5,475
| +24% | +$340K | 0.03% | 307 |
|
|
2024
Q3 | $1.39M | Buy |
22,720
+19,246
| +554% | +$1.18M | 0.03% | 317 |
|
|
2024
Q2 | $203K | Sell |
3,474
-458
| -12% | -$26.8K | ﹤0.01% | 721 |
|
|
2024
Q1 | $220K | Buy |
+3,932
| New | +$220K | 0.01% | 654 |
|