SFC
Sprinkle Financial Consultants’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 | $2.14M | Sell |
34,275
-6,536
| -16% | -$409K | 1.31% | 22 |
|
|
2025
Q1 | $2.44M | Buy |
40,811
+33,698
| +474% | +$2.01M | 1.55% | 16 |
|
|
2024
Q4 | $441K | Buy |
7,113
+16
| +0.2% | +$993 | 0.3% | 52 |
|
|
2024
Q3 | $434K | Buy |
7,097
+469
| +7% | +$28.7K | 0.31% | 51 |
|
|
2024
Q2 | $388K | Buy |
6,628
+640
| +11% | +$37.5K | 0.31% | 51 |
|
|
2024
Q1 | $335K | Buy |
5,988
+5
| +0.1% | +$280 | 0.29% | 50 |
|
|
2023
Q4 | $316K | Buy |
+5,983
| New | +$316K | 0.32% | 48 |
|