UBS Group’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 | $36.3M | Sell |
579,638
-207,159
| -26% | -$13M | 0.01% | 1433 |
|
|
2025
Q1 | $47M | Buy |
786,797
+91,536
| +13% | +$5.46M | 0.01% | 1202 |
|
|
2024
Q4 | $43.1M | Buy |
695,261
+156,242
| +29% | +$9.69M | 0.01% | 1211 |
|
|
2024
Q3 | $33M | Buy |
539,019
+240,211
| +80% | +$14.7M | 0.01% | 1013 |
|
|
2024
Q2 | $17.5M | Buy |
298,808
+297,148
| +17,900% | +$17.4M | ﹤0.01% | 1310 |
|
|
2024
Q1 | $92.9K | Buy |
+1,660
| New | +$92.9K | ﹤0.01% | 5107 |
|