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Advisornet Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Advisornet Financial’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$434K Buy
6,932
+2,209
+47% +$138K 0.03% 397
2025
Q1 		$282K Buy
4,723
+4,673
+9,346% +$279K 0.02% 471
2024
Q4 		$3.11K Buy
+50
New +$3.11K ﹤0.01% 1525