Peterson Wealth Advisors’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 | $36.9M | Buy |
589,884
+11,289
| +2% | +$706K | 6.09% | 5 |
|
|
2025
Q1 | $33M | Sell |
578,595
-19,678
| -3% | -$1.12M | 6.39% | 4 |
|
|
2024
Q4 | $37.3M | Buy |
598,273
+42,666
| +8% | +$2.66M | 6.73% | 4 |
|
|
2024
Q3 | $34M | Buy |
555,607
+45,261
| +9% | +$2.77M | 6.42% | 5 |
|
|
2024
Q2 | $29.9M | Buy |
510,346
+43,551
| +9% | +$2.55M | 6.27% | 5 |
|
|
2024
Q1 | $26.1M | Buy |
466,795
+189,530
| +68% | +$10.6M | 5.55% | 6 |
|
|
2023
Q4 | $14.7M | Buy |
+277,265
| New | +$14.7M | 3.48% | 7 |
|