Davenport & Co’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Davenport & Co’s Portfolio HELO Stock Details HELO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.35M	Buy
2025 Q2	$1.79M	Buy
2025 Q1	$1.44M	Buy
2024 Q4	$1.06M	Buy
2024 Q3	$369K	Buy
2024 Q2	$291K	Buy