LPL Financial’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 | $150M | Buy |
2,392,954
+434,200
| +22% | +$27.2M | 0.05% | 341 |
|
|
2025
Q1 | $117M | Buy |
1,958,754
+765,200
| +64% | +$45.7M | 0.05% | 374 |
|
|
2024
Q4 | $74M | Buy |
1,193,554
+596,418
| +100% | +$37M | 0.03% | 490 |
|
|
2024
Q3 | $36.5M | Buy |
597,136
+428,859
| +255% | +$26.2M | 0.02% | 751 |
|
|
2024
Q2 | $9.85M | Buy |
+168,277
| New | +$9.85M | ﹤0.01% | 1391 |
|