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Harbor Asset Planning’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Harbor Asset Planning’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 		$92.1K Buy
+1,472
New +$92.1K 0.09% 140