HCM
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Hall Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Hall Capital Management’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 		– Sell
-6,614
Closed -$395K – 95
2025
Q1 		$395K Hold
6,614
– – 0.18% 65
2024
Q4 		$410K Buy
+6,614
New +$410K 0.19% 70