Mariner’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 | $22.4M | Buy |
358,332
+113,348
| +46% | +$7.09M | 0.03% | 381 |
|
|
2025
Q1 | $14.6M | Buy |
244,984
+8,546
| +4% | +$510K | 0.02% | 448 |
|
|
2024
Q4 | $14.7M | Buy |
236,438
+20,065
| +9% | +$1.24M | 0.02% | 440 |
|
|
2024
Q3 | $13.2M | Buy |
216,373
+173,642
| +406% | +$10.6M | 0.02% | 456 |
|
|
2024
Q2 | $2.5M | Buy |
42,731
+742
| +2% | +$43.5K | ﹤0.01% | 1004 |
|
|
2024
Q1 | $2.35M | Buy |
41,989
+3,150
| +8% | +$176K | ﹤0.01% | 1029 |
|
|
2023
Q4 | $2.05M | Buy |
+38,839
| New | +$2.05M | ﹤0.01% | 1049 |
|