Cooper Financial Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cooper Financial Group’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
2025 Q3	$6.66M	Buy
2025 Q2	$6.32M	Sell
2025 Q1	$6.58M	Buy
2024 Q4	$5.97M	Buy
2024 Q3	$4.44M	Buy
2024 Q2	$967K	Buy
2024 Q1	$455K	Buy
2023 Q4	$373K	Buy