Creative Planning
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Creative Planning’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Creative Planning’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 		$249K Sell
3,983
-84
-2% -$5.26K ﹤0.01% 3047
2025
Q1 		$243K Buy
+4,067
New +$243K ﹤0.01% 2905