Summit Wealth Partners’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 | $1.72M | Buy |
27,435
+6,018
| +28% | +$377K | 0.33% | 56 |
|
|
2025
Q1 | $1.28M | Buy |
21,417
+10,115
| +89% | +$604K | 0.26% | 67 |
|
|
2024
Q4 | $701K | Buy |
11,302
+3,460
| +44% | +$215K | 0.14% | 98 |
|
|
2024
Q3 | $479K | Buy |
7,842
+836
| +12% | +$51.1K | 0.09% | 138 |
|
|
2024
Q2 | $410K | Buy |
7,006
+432
| +7% | +$25.3K | 0.09% | 148 |
|
|
2024
Q1 | $368K | Buy |
6,574
+623
| +10% | +$34.9K | 0.08% | 153 |
|
|
2023
Q4 | $315K | Buy |
+5,951
| New | +$315K | 0.07% | 155 |
|