JWCA
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J.W. Cole Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

J.W. Cole Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$535K Buy
8,545
+1,287
+18% +$80.5K 0.01% 894
2025
Q1 		$433K Buy
+7,258
New +$433K 0.01% 809