Bedel Financial Consulting’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bedel Financial Consulting’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	$1.24M	Buy
2025 Q2	$1.19M	Sell
2025 Q1	$1.16M	Buy
2024 Q4	$1.18M	Buy
2024 Q3	$945K	Buy
2024 Q2	$789K	Buy
2024 Q1	$504K	Buy