Ignite Planners’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 | $406K | Sell |
6,411
-1,251
| -16% | -$79.2K | 0.07% | 245 |
|
|
2025
Q1 | $456K | Sell |
7,662
-2,287
| -23% | -$136K | 0.09% | 214 |
|
|
2024
Q4 | $621K | Sell |
9,949
-45
| -0.5% | -$2.81K | 0.14% | 143 |
|
|
2024
Q3 | $611K | Sell |
9,994
-3,611
| -27% | -$221K | 0.14% | 145 |
|
|
2024
Q2 | $802K | Sell |
13,605
-1,113
| -8% | -$65.6K | 0.2% | 110 |
|
|
2024
Q1 | $822K | Sell |
14,718
-13,538
| -48% | -$757K | 0.23% | 97 |
|
|
2023
Q4 | $1.49M | Sell |
28,256
-9,200
| -25% | -$485K | 0.44% | 60 |
|
|
2023
Q3 | $1.86M | Buy |
+37,456
| New | +$1.86M | 0.57% | 39 |
|