NCM Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
2025
Q1
$916K Buy
2024
Q4
$829K Buy
2024
Q3
$808K Buy
2024
Q2
$572K Buy
2024
Q1
$265K Buy