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DHJJ Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

DHJJ Financial Advisors’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 		$959 Hold
15
– – ﹤0.01% 822
2025
Q4 		$997 Hold
15
– – ﹤0.01% 783
2025
Q3 		$975 Hold
15
– – ﹤0.01% 763
2025
Q2 		$939 Hold
15
– – ﹤0.01% 744
2025
Q1 		$896 Hold
15
– – ﹤0.01% 701
2024
Q4 		$931 Hold
15
– – ﹤0.01% 667
2024
Q3 		$918 Buy
15
+13
+650% +$770 ﹤0.01% 650
2024
Q2 		$118 Hold
2
– – ﹤0.01% 781
2024
Q1 		$112 Hold
2
– – ﹤0.01% 769
2023
Q4 		$106 Buy
+2
New +$102 ﹤0.01% 764

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