Kestra Private Wealth Services’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 | $9.8M | Sell |
156,661
-2,027
| -1% | -$127K | 0.14% | 171 |
|
|
2025
Q1 | $9.47M | Buy |
158,688
+17,249
| +12% | +$1.03M | 0.16% | 150 |
|
|
2024
Q4 | $8.77M | Buy |
141,439
+90,585
| +178% | +$5.62M | 0.15% | 157 |
|
|
2024
Q3 | $3.11M | Buy |
50,854
+10,527
| +26% | +$644K | 0.06% | 320 |
|
|
2024
Q2 | $2.36M | Buy |
40,327
+27,271
| +209% | +$1.6M | 0.05% | 353 |
|
|
2024
Q1 | $731K | Buy |
13,056
+1,184
| +10% | +$66.3K | 0.02% | 653 |
|
|
2023
Q4 | $628K | Buy |
+11,872
| New | +$628K | 0.02% | 656 |
|