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Ehrlich Financial Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ehrlich Financial Group’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 		$298K Buy
4,764
+1,012
+27% +$63.3K 0.19% 83
2025
Q1 		$224K Buy
+3,752
New +$224K 0.16% 92