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Coppell Advisory Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-58,064
Closed -$3.88M – 171
2025
Q4 		$3.88M Buy
58,064
+3,599
+7% +$236K 0.38% 47
2025
Q3 		$3.54M Buy
54,465
+4,696
+9% +$300K 0.38% 50
2025
Q2 		$3.11M Buy
49,769
+39,376
+379% +$2.38M 0.37% 49
2025
Q1 		$557K Sell
10,393
-42,667
-80% -$2.65M 0.08% 199
2024
Q4 		$3.3M Buy
53,060
+7,629
+17% +$475K 0.46% 38
2024
Q3 		$2.77M Buy
45,431
+4,111
+10% +$244K 0.41% 51
2024
Q2 		$2.42M Buy
+41,320
New +$2.34M 0.4% 54

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CFS
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