M1FG
Mach-1 Financial 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 | $3.95M | Buy |
63,118
+5,007
| +9% | +$313K | 1.15% | 20 |
|
|
2025
Q1 | $3.47M | Buy |
58,111
+53,178
| +1,078% | +$3.17M | 1.04% | 19 |
|
|
2024
Q4 | $306K | Sell |
4,933
-51,921
| -91% | -$3.22M | 0.55% | 39 |
|
|
2024
Q3 | $3.47M | Buy |
56,854
+3,792
| +7% | +$232K | 2.13% | 16 |
|
|
2024
Q2 | $3.11M | Buy |
53,062
+4,649
| +10% | +$273K | 2.1% | 16 |
|
|
2024
Q1 | $2.71M | Buy |
+48,413
| New | +$2.71M | 2.06% | 15 |
|