Strategic Financial Concepts’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 | $3.48M | Buy |
55,483
+14,015
| +34% | +$878K | 0.49% | 33 |
|
|
2025
Q1 | $2.47M | Buy |
41,468
+7,423
| +22% | +$443K | 0.46% | 56 |
|
|
2024
Q4 | $2.11M | Buy |
34,045
+14,471
| +74% | +$898K | 0.41% | 62 |
|
|
2024
Q3 | $1.2M | Sell |
19,574
-982,258
| -98% | -$60.1M | 0.38% | 54 |
|
|
2024
Q2 | $17.1K | Buy |
1,001,832
+993,855
| +12,459% | +$17K | 0.01% | 353 |
|
|
2024
Q1 | $446K | Buy |
+7,977
| New | +$446K | 0.11% | 179 |
|