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

IFP Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
23,451
+16,954
+261% +$1.06M 0.04% 451
2025
Q1 		$388K Buy
6,497
+3,022
+87% +$180K 0.01% 860
2024
Q4 		$216K Buy
3,475
+3,146
+956% +$195K 0.01% 1098
2024
Q3 		$20.1K Buy
+329
New +$20.1K ﹤0.01% 2143