Visionary Wealth Advisors’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 | $11.9M | Buy |
189,967
+7,480
| +4% | +$468K | 0.61% | 39 |
|
|
2025
Q1 | $10.9M | Buy |
182,487
+15,825
| +9% | +$944K | 0.65% | 36 |
|
|
2024
Q4 | $10.3M | Buy |
166,662
+49,505
| +42% | +$3.07M | 0.61% | 43 |
|
|
2024
Q3 | $7.16M | Buy |
117,157
+46,040
| +65% | +$2.81M | 0.44% | 73 |
|
|
2024
Q2 | $4.16M | Buy |
71,117
+10,510
| +17% | +$615K | 0.27% | 96 |
|
|
2024
Q1 | $3.39M | Buy |
60,607
+26,303
| +77% | +$1.47M | 0.23% | 116 |
|
|
2023
Q4 | $1.81M | Buy |
+34,304
| New | +$1.81M | 0.13% | 165 |
|