Private Advisor Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
254,894
+17,418
| +7% | +$1.09M | 0.09% | 242 |
|
|
2025
Q1 | $14.2M | Buy |
237,476
+35,016
| +17% | +$2.09M | 0.09% | 246 |
|
|
2024
Q4 | $12.6M | Buy |
202,460
+81,566
| +67% | +$5.06M | 0.07% | 267 |
|
|
2024
Q3 | $7.39M | Buy |
120,894
+81,402
| +206% | +$4.98M | 0.05% | 390 |
|
|
2024
Q2 | $2.31M | Buy |
+39,492
| New | +$2.31M | 0.02% | 771 |
|