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Insight 2811 Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Insight 2811 Inc’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,930
Closed -$951K – 93
2025
Q1 		$951K Buy
15,930
+7,765
+95% +$463K 0.48% 21
2024
Q4 		$507K Buy
+8,165
New +$507K 0.26% 45