Kennedy Investment Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kennedy Investment Group’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 Q2	$3.02M	Sell
2025 Q1	$3.16M	Buy
2024 Q4	$2.92M	Buy
2024 Q3	$2.36M	Buy
2024 Q2	$1.43M	Buy