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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$996K Buy
2025
Q2
$949K Hold
2025
Q1
$905K Buy
2024
Q4
$869K Hold
2024
Q3
$856K Buy