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HTG Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

HTG Investment Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.2M Buy
242,683
+21,073
+10% +$1.32M 5.65% 8
2025
Q1 		$13.2M Buy
221,610
+206,599
+1,376% +$12.3M 5.52% 8
2024
Q4 		$931K Buy
+15,011
New +$931K 0.43% 29