DeDora Capital’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
Q3
$3.56M Buy
2025
Q2
$3.03M Buy
2025
Q1
$1.38M Buy
2024
Q4
$1.15M Buy
2024
Q3
$934K Buy
2024
Q2
$685K Buy
2024
Q1
$501K Buy
2023
Q4
$299K Buy