CPRC
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Consolidated Portfolio Review Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Consolidated Portfolio Review Corp’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$383K Buy
6,118
+205
+3% +$12.8K 0.05% 299
2025
Q1 		$353K Buy
5,913
+864
+17% +$51.6K 0.06% 274
2024
Q4 		$313K Sell
5,049
-19
-0.4% -$1.18K 0.05% 288
2024
Q3 		$310K Buy
+5,068
New +$310K 0.07% 243