Commonwealth Equity Services
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Commonwealth Equity Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Commonwealth Equity Services’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.9M Buy
749,393
+52,467
+8% +$3.47M 0.07% 287
2025
Q4 		$46.3M Buy
696,926
+66,926
+11% +$4.39M 0.06% 305
2025
Q3 		$41M Buy
630,000
+62,470
+11% +$3.99M 0.05% 341
2025
Q2 		$35.5M Sell
567,530
-25,051
-4% -$1.51M 0.05% 385
2025
Q1 		$35.4M Buy
592,581
+282,890
+91% +$17.5M 0.05% 367
2024
Q4 		$19.2M Buy
309,691
+165,099
+114% +$10.3M 0.03% 543
2024
Q3 		$8.84M Buy
144,592
+18,276
+14% +$1.08M 0.01% 892
2024
Q2 		$7.4M Buy
126,316
+81,172
+180% +$4.59M 0.01% 964
2024
Q1 		$2.53M Buy
45,144
+33,085
+274% +$1.8M ﹤0.01% 1623
2023
Q4 		$638K Buy
+12,059
New +$618K ﹤0.01% 2516

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