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Birchbrook’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Birchbrook’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316 Hold
5
– – ﹤0.01% 260
2025
Q1 		$300 Hold
5
– – ﹤0.01% 254
2024
Q4 		$312 Hold
5
– – ﹤0.01% 282
2024
Q3 		$307 Buy
+5
New +$307 ﹤0.01% 255