FFA
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Farther Finance Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Farther Finance Advisors’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 		$751K Sell
11,998
-17,472
-59% -$1.09M 0.02% 715
2025
Q1 		$1.76M Buy
+29,470
New +$1.76M 0.04% 331