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

Fortis 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 		$257K Buy
4,108
+7
+0.2% +$438 0.16% 98
2025
Q1 		$245K Buy
+4,101
New +$245K 0.16% 100