Harbor Investment Advisory’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Harbor Investment Advisory’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.05M	Buy
2025 Q1	$3.75M	Buy
2024 Q4	$3.74M	Buy
2024 Q3	$3.28M	Buy
2024 Q2	$2.53M	Buy
2024 Q1	$1.41M	Buy