Comerica Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Sell
2025
Q2
$614K Sell
2025
Q1
$746K Buy
2024
Q4
$740K Buy
2024
Q3
$249K Buy
2024
Q2
$153K Buy
2024
Q1
$95.3K Sell
2023
Q4
$175K Buy