Per Stirling Capital Management’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 | $4.41M | Buy |
70,515
+734
| +1% | +$45.9K | 0.58% | 50 |
|
|
2025
Q1 | $4.16M | Sell |
69,781
-24,272
| -26% | -$1.45M | 0.6% | 45 |
|
|
2024
Q4 | $5.84M | Buy |
94,053
+3,202
| +4% | +$199K | 0.83% | 38 |
|
|
2024
Q3 | $5.55M | Sell |
90,851
-87,282
| -49% | -$5.34M | 0.77% | 39 |
|
|
2024
Q2 | $10.4M | Buy |
178,133
+764
| +0.4% | +$44.7K | 1.68% | 12 |
|
|
2024
Q1 | $9.93M | Buy |
177,369
+16,489
| +10% | +$923K | 1.66% | 15 |
|
|
2023
Q4 | $8.51M | Buy |
+160,880
| New | +$8.51M | 1.56% | 15 |
|