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

Hicks Capital Management’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
Q3 		$990K Buy
2025
Q2 		$926K Buy