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

Claro Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Buy
+3,300
New +$207K 0.03% 358
2025
Q1 		– Sell
-3,300
Closed -$205K – 523
2024
Q4 		$205K Buy
+3,300
New +$205K 0.03% 464