Bank of New York Mellon
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Bank of New York Mellon’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bank of New York Mellon’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
Q3 		$114M Buy
2025
Q2 		$93.7M Buy