EverSource Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

EverSource Wealth 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
2025 Q3	$1.24K	Hold
2025 Q2	$1.19K	Hold
2025 Q1	$1.13K	Hold
2024 Q4	$1.18K	Hold
2024 Q3	$1.16K	Hold
2024 Q2	$1.12K	Hold
2024 Q1	$1.04K	Buy