Blue Trust Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$899K	Buy	14,373 +23	+0.2%	+$1.44K	0.01%	302
2025 Q1	$856K	Buy	14,350 +8,771	+157%	+$523K	0.01%	272
2024 Q4	$346K	Buy	5,579 +21	+0.4%	+$1.3K	﹤0.01%	490
2024 Q3	$325K	Buy	+5,558	New	+$325K	﹤0.01%	642