KIG
Kennedy Investment Group’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 | $3.02M | Sell |
48,220
-4,753
| -9% | -$297K | 1.28% | 20 |
|
|
2025
Q1 | $3.16M | Buy |
52,973
+5,944
| +13% | +$355K | 1.47% | 18 |
|
|
2024
Q4 | $2.92M | Buy |
47,029
+8,430
| +22% | +$523K | 1.32% | 17 |
|
|
2024
Q3 | $2.36M | Buy |
38,599
+14,116
| +58% | +$863K | 1.09% | 23 |
|
|
2024
Q2 | $1.43M | Buy |
+24,483
| New | +$1.43M | 0.73% | 31 |
|