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

Fortis Group 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 		$750K Buy
11,851
+501
+4% +$31.7K 0.14% 137
2025
Q1 		$677K Buy
+11,350
New +$677K 0.13% 125