Global Retirement Partners’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 | $482K | Buy |
+7,708
| New | +$482K | 0.01% | 728 |
|
|
2024
Q4 | $442K | Buy |
7,121
+4,224
| +146% | +$262K | 0.01% | 676 |
|
|
2024
Q3 | $177K | Buy |
2,897
+726
| +33% | +$44.4K | 0.01% | 960 |
|
|
2024
Q2 | $127K | Buy |
2,171
+326
| +18% | +$19.1K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $103K | Buy |
1,845
+1,215
| +193% | +$68K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $33.5K | Buy |
+630
| New | +$33.5K | ﹤0.01% | 1533 |
|