CMA
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Cedar Mountain Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cedar Mountain Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$185K Hold
2,955
– – 0.04% 59
2025
Q1 		$176K Sell
2,955
-791
-21% -$47.2K 0.04% 57
2024
Q4 		$232K Buy
+3,746
New +$232K 0.05% 54