AssetMark Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$55.9K	Buy	893 +175	+24%	+$11K	﹤0.01%	1526
2025 Q1	$42.9K	Hold	718	–	–	﹤0.01%	1483
2024 Q4	$44.5K	Buy	+718	New	+$44.5K	﹤0.01%	1454