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

Compass Financial Services’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 		$1.59M Buy
25,441
+24,366
+2,267% +$1.52M 0.77% 21
2025
Q1 		$64.2K Buy
+1,075
New +$64.2K 0.03% 70