Integrated Wealth Concepts’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Integrated Wealth Concepts’s Portfolio HELO Stock Details HELO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.8M	Buy
2025 Q2	$1.15M	Buy
2025 Q1	$204K	Buy
2024 Q4	$204K	Buy