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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.8M Buy
2025
Q1
$10.8M Buy
2024
Q4
$9.02M Buy
2024
Q3
$8.63M Buy
2024
Q2
$8.14M Buy
2024
Q1
$7.35M Buy