Legacy Financial Group (Iowa)’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 | $61.1M | Buy |
976,253
+60,450
| +7% | +$3.78M | 8.53% | 1 |
|
|
2025
Q1 | $54.7M | Buy |
915,803
+20,324
| +2% | +$1.21M | 8.41% | 2 |
|
|
2024
Q4 | $55.6M | Buy |
895,479
+812,471
| +979% | +$50.4M | 8.99% | 2 |
|
|
2024
Q3 | $5.08M | Buy |
83,008
+28,540
| +52% | +$1.74M | 0.98% | 30 |
|
|
2024
Q2 | $3.19M | Buy |
54,468
+14,182
| +35% | +$831K | 0.63% | 37 |
|
|
2024
Q1 | $2.25M | Buy |
+40,286
| New | +$2.25M | 0.46% | 36 |
|