PS
Planned Solutions’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 | $6.61M | Buy |
105,657
+6,371
| +6% | +$399K | 2.52% | 11 |
|
|
2025
Q1 | $5.93M | Buy |
99,286
+2,841
| +3% | +$170K | 2.4% | 11 |
|
|
2024
Q4 | $5.98M | Buy |
96,445
+96,087
| +26,840% | +$5.96M | 2.41% | 11 |
|
|
2024
Q3 | $21.9K | Buy |
+358
| New | +$21.9K | 0.01% | 376 |
|