HighTower Advisors’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 | $76.9M | Buy |
1,229,193
+412,361
| +50% | +$25.8M | 0.1% | 223 |
|
|
2025
Q1 | $48.7M | Buy |
816,832
+73,487
| +10% | +$4.39M | 0.07% | 296 |
|
|
2024
Q4 | $46.1M | Buy |
743,345
+107,785
| +17% | +$6.69M | 0.06% | 302 |
|
|
2024
Q3 | $38.8M | Buy |
635,560
+167,439
| +36% | +$10.2M | 0.06% | 330 |
|
|
2024
Q2 | $27.4M | Buy |
468,121
+382,699
| +448% | +$22.4M | 0.04% | 415 |
|
|
2024
Q1 | $4.78M | Buy |
+85,422
| New | +$4.78M | 0.01% | 986 |
|