Capital Advisors Ltd’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital Advisors Ltd’s Portfolio HELO Stock Details HELO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$98K	Hold
2025 Q2	$94K	Hold
2025 Q1	$90K	Hold
2024 Q4	$93K	Hold
2024 Q3	$92K	Hold
2024 Q2	$88K	Hold
2024 Q1	$84K	Buy
2023 Q4	$51K	Buy