Hilltop Holdings’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$686K Sell
2025
Q1
$843K Sell
2024
Q4
$879K Buy
2024
Q3
$590K Buy