Thrivent Financial for Lutherans’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 | $635K | Sell |
10,147
-112,451
| -92% | -$7.04M | ﹤0.01% | 2033 |
|
|
2025
Q1 | $7.71M | Sell |
122,598
-5,534
| -4% | -$348K | 0.02% | 691 |
|
|
2024
Q4 | $8.06M | Buy |
128,132
+18,513
| +17% | +$1.16M | 0.02% | 736 |
|
|
2024
Q3 | $6.7M | Buy |
109,619
+18,750
| +21% | +$1.15M | 0.01% | 809 |
|
|
2024
Q2 | $5.32M | Buy |
90,869
+52,002
| +134% | +$3.05M | 0.01% | 872 |
|
|
2024
Q1 | $2.18M | Buy |
+38,867
| New | +$2.18M | ﹤0.01% | 1350 |
|