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

Clearstead Advisors’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 		$326K Sell
5,204
-2,161
-29% -$135K ﹤0.01% 730
2025
Q1 		$440K Buy
+7,365
New +$440K 0.01% 608