LC
Legacy CG’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 | $16.3M | Sell |
259,826
-126,288
| -33% | -$7.9M | 4.85% | 5 |
|
|
2025
Q1 | $23M | Buy |
386,114
+112,899
| +41% | +$6.74M | 7.44% | 1 |
|
|
2024
Q4 | $17M | Buy |
273,215
+267,227
| +4,463% | +$16.6M | 5.2% | 2 |
|
|
2024
Q3 | $366K | Buy |
+5,988
| New | +$366K | 0.12% | 50 |
|