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Capital Analysts LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital Analysts LLC’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 		$678K Buy
10,831
+1,209
+13% +$75.7K 0.02% 336
2025
Q1 		$574K Buy
9,622
+7,248
+305% +$432K 0.02% 343
2024
Q4 		$147K Buy
+2,374
New +$147K 0.01% 537