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

Avestar Capital’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	$791K	Sell
2025 Q1	$1.66M	Buy
2024 Q4	$999K	Hold
2024 Q3	$985K	Buy
2024 Q2	–	Sell
2024 Q1	$1.99M	Buy