CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

CAPTRUST Financial Advisors’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 		$3.11M Sell
2025
Q2 		$3.55M Buy
2025
Q1 		$3.08M Buy
2024
Q4 		$2.14M Buy
2024
Q3 		$1.43M Buy
2024
Q2 		$761K Buy
2024
Q1 		$491K Buy