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Calton & Associates’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Calton & Associates’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-49,785
Closed -$3.04M – 227
2024
Q3 		$3.04M Buy
+49,785
New +$3.04M 1.16% 19