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

Benjamin Edwards Inc’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$949K Hold
15,164
– – 0.01% 644
2025
Q1 		$905K Buy
15,164
+1,164
+8% +$69.5K 0.01% 606
2024
Q4 		$869K Hold
14,000
– – 0.01% 655
2024
Q3 		$856K Buy
+14,000
New +$856K 0.01% 638