DeDora Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

DeDora Capital’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 Q2	$5.95M	Buy	88,005 +12,693	+17%	+$852K	1.29%	24
2026 Q1	$4.81M	Buy	75,312 +6,021	+9%	+$399K	1.18%	24
2025 Q4	$4.6M	Buy	69,291 +14,530	+27%	+$954K	1.09%	27
2025 Q3	$3.56M	Buy	54,761 +6,385	+13%	+$408K	0.86%	29
2025 Q2	$3.03M	Buy	48,376 +25,215	+109%	+$1.52M	0.79%	31
2025 Q1	$1.38M	Buy	23,161 +4,559	+25%	+$283K	0.4%	52
2024 Q4	$1.15M	Buy	18,602 +3,333	+22%	+$208K	0.32%	56
2024 Q3	$934K	Buy	15,269 +3,574	+31%	+$212K	0.26%	66
2024 Q2	$685K	Buy	11,695 +2,750	+31%	+$156K	0.21%	70
2024 Q1	$501K	Buy	8,945 +3,297	+58%	+$180K	0.16%	83
2023 Q4	$299K	Buy	+5,648	New	+$289K	0.1%	93

Other funds holding HELO

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM