Ancora Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ancora Advisors’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 Q2	$468K	Sell
2025 Q1	$468K	Sell
2024 Q4	$637K	Buy
2024 Q3	$184K	Buy
2024 Q2	$158K	Sell
2024 Q1	$181K	Buy