S
SignatureFD’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 | $18.8M | Sell |
300,354
-60,357
| -17% | -$3.78M | 0.32% | 33 |
|
|
2025
Q1 | $21.5M | Buy |
360,711
+135,152
| +60% | +$8.07M | 0.41% | 30 |
|
|
2024
Q4 | $14M | Buy |
225,559
+135,937
| +152% | +$8.43M | 0.27% | 37 |
|
|
2024
Q3 | $5.48M | Buy |
+89,622
| New | +$5.48M | 0.1% | 60 |
|