Philip James Wealth Mangement’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 | $10.7M | Buy |
171,625
+1,160
| +0.7% | +$72.6K | 1.37% | 15 |
|
|
2025
Q1 | $10.2M | Buy |
170,465
+4,236
| +3% | +$253K | 1.24% | 15 |
|
|
2024
Q4 | $10.3M | Buy |
166,229
+1,539
| +0.9% | +$95.5K | 1.33% | 14 |
|
|
2024
Q3 | $10.1M | Buy |
164,690
+6,369
| +4% | +$389K | 1.24% | 18 |
|
|
2024
Q2 | $9.27M | Buy |
158,321
+111,789
| +240% | +$6.55M | 6.17% | 7 |
|
|
2024
Q1 | $2.6M | Buy |
46,532
+40,709
| +699% | +$2.28M | 1.84% | 15 |
|
|
2023
Q4 | $308K | Buy |
+5,823
| New | +$308K | 0.24% | 53 |
|