Allen Capital Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Allen Capital Group’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.02M	Buy
2025 Q2	$801K	Sell
2025 Q1	$766K	Buy
2024 Q4	$337K	Buy
2024 Q3	$291K	Sell
2024 Q2	$281K	Buy
2024 Q1	$248K	Buy