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Hazlett, Burt & Watson’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Hazlett, Burt & Watson’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$27K Hold
435
– – 0.01% 457
2025
Q1 		$26K Buy
435
+401
+1,179% +$24K 0.01% 458
2024
Q4 		$2K Buy
+34
New +$2K ﹤0.01% 699