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Focus Partners Advisor Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Focus Partners Advisor Solutions’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,528
Closed -$583K – 813
2024
Q3 		$583K Sell
9,528
-35
-0.4% -$2.14K 0.01% 414
2024
Q2 		$560K Buy
+9,563
New +$560K 0.01% 346