Birchbrook’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
$328 Hold
2025
Q2
$316 Hold
2025
Q1
$300 Hold
2024
Q4
$312 Hold
2024
Q3
$307 Buy