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MONECO Advisors’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 | $6.43M | Buy |
102,675
+73,451
| +251% | +$4.6M | 0.6% | 36 |
|
|
2025
Q1 | $1.74M | Buy |
29,224
+13,501
| +86% | +$806K | 0.18% | 124 |
|
|
2024
Q4 | $975K | Buy |
15,723
+7,747
| +97% | +$481K | 0.1% | 180 |
|
|
2024
Q3 | $488K | Buy |
7,976
+2,762
| +53% | +$169K | 0.06% | 259 |
|
|
2024
Q2 | $305K | Buy |
+5,214
| New | +$305K | 0.04% | 315 |
|