Thoroughbred Financial Services’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 | $2.23M | Sell |
35,646
-1,582
| -4% | -$99K | 0.16% | 142 |
|
|
2025
Q1 | $2.22M | Buy |
37,228
+2,330
| +7% | +$139K | 0.14% | 156 |
|
|
2024
Q4 | $2.17M | Buy |
34,898
+5,217
| +18% | +$324K | 0.13% | 150 |
|
|
2024
Q3 | $1.81M | Buy |
29,681
+8,217
| +38% | +$502K | 0.12% | 165 |
|
|
2024
Q2 | $1.26M | Buy |
21,464
+5,550
| +35% | +$325K | 0.08% | 221 |
|
|
2024
Q1 | $890K | Buy |
+15,914
| New | +$890K | 0.09% | 218 |
|