Old Mission Capital’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 | $7.18M | Buy |
114,697
+71,668
| +167% | +$4.48M | 0.12% | 69 |
|
|
2025
Q1 | $2.57M | Buy |
+43,029
| New | +$2.57M | 0.03% | 183 |
|
|
2024
Q3 | – | Sell |
-37,347
| Closed | -$2.19M | – | 974 |
|
|
2024
Q2 | $2.19M | Buy |
37,347
+15,541
| +71% | +$910K | 0.04% | 194 |
|
|
2024
Q1 | $1.22M | Sell |
21,806
-5,644
| -21% | -$316K | 0.02% | 342 |
|
|
2023
Q4 | $1.45M | Buy |
+27,450
| New | +$1.45M | 0.03% | 345 |
|