Envestnet Portfolio Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.08M	Buy	113,119 +16,673	+17%	+$1.04M	0.03%	281
2025 Q1	$5.76M	Buy	96,446 +31,371	+48%	+$1.87M	0.02%	329
2024 Q4	$4.04M	Buy	65,075 +51,019	+363%	+$3.17M	0.01%	451
2024 Q3	$859K	Buy	+14,056	New	+$859K	﹤0.01%	950