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Equitable Holdings’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Equitable Holdings’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 		$5.17M Buy
82,689
+3,276
+4% +$205K 0.04% 317
2025
Q1 		$4.74M Buy
79,413
+72,315
+1,019% +$4.32M 0.05% 303
2024
Q4 		$440K Buy
+7,098
New +$440K ﹤0.01% 906