Janney Montgomery Scott
HELO icon

Janney Montgomery Scott’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Janney Montgomery Scott’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.82M Sell
2025
Q2 		$3.68M Sell
2025
Q1 		$5.22M Sell
2024
Q4 		$5.61M Buy
2024
Q3 		$4.75M Buy
2024
Q2 		$2.81M Buy
2024
Q1 		$2.61M Buy