Gradient Investments’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 | $49.2M | Buy |
786,491
+3,831
| +0.5% | +$240K | 0.9% | 29 |
|
|
2025
Q1 | $46.7M | Sell |
782,660
-401,501
| -34% | -$24M | 0.94% | 30 |
|
|
2024
Q4 | $73.5M | Sell |
1,184,161
-444,444
| -27% | -$27.6M | 1.49% | 15 |
|
|
2024
Q3 | $99.6M | Buy |
1,628,605
+456,050
| +39% | +$27.9M | 2.08% | 6 |
|
|
2024
Q2 | $68.7M | Buy |
1,172,555
+389,405
| +50% | +$22.8M | 1.54% | 15 |
|
|
2024
Q1 | $43.8M | Sell |
783,150
-23,642
| -3% | -$1.32M | 1.02% | 22 |
|
|
2023
Q4 | $42.7M | Buy |
+806,792
| New | +$42.7M | 1.03% | 21 |
|