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

Arbor Investment Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Buy
6,140
+1,433
+30% +$89.7K 0.05% 72
2025
Q1 		$281K Buy
+4,707
New +$281K 0.04% 83