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InterOcean Capital Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

InterOcean Capital Group’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$2.13M Buy
38,003
+11,639
+44% +$651K 0.05% 152
2023
Q4 		$1.39M Buy
+26,364
New +$1.39M 0.04% 170