PPC
HELO icon

Park Place Capital’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
$4.76M Buy
76,084
+32,299
+74% +$2.02M 1.08% 20
2025
Q1
$2.61M Sell
43,785
-164
-0.4% -$9.79K 0.71% 28
2024
Q4
$2.73M Sell
43,949
-48,335
-52% -$3M 0.76% 30
2024
Q3
$5.64M Buy
92,284
+32,963
+56% +$2.02M 1.62% 14
2024
Q2
$3.47M Buy
+59,321
New +$3.47M 1.11% 21