Bank of Montreal
HELO icon

Bank of Montreal’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bank of Montreal’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$119K Buy
1,909
+1,885
+7,854% +$118K ﹤0.01% 2649
2025
Q1 		$1.43K Buy
+24
New +$1.43K ﹤0.01% 3109