Janney Montgomery Scott’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 | $3.68M | Sell |
58,828
-28,706
| -33% | -$1.8M | 0.01% | 937 |
|
|
2025
Q1 | $5.22M | Sell |
87,534
-2,962
| -3% | -$177K | 0.01% | 762 |
|
|
2024
Q4 | $5.61M | Buy |
90,496
+12,740
| +16% | +$790K | 0.02% | 742 |
|
|
2024
Q3 | $4.75M | Buy |
77,756
+29,776
| +62% | +$1.82M | 0.01% | 784 |
|
|
2024
Q2 | $2.81M | Buy |
47,980
+1,391
| +3% | +$81.5K | 0.01% | 946 |
|
|
2024
Q1 | $2.61M | Buy |
+46,589
| New | +$2.61M | 0.01% | 1031 |
|