Consolidated Portfolio Review Corp’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
Q2
$383K Buy
2025
Q1
$353K Buy
2024
Q4
$313K Sell
2024
Q3
$310K Buy