Kestra Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kestra Advisory Services’s Portfolio HELO Stock Details HELO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.58M	Buy
2025 Q2	$3.43M	Buy
2025 Q1	$2.22M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$428K	Buy
2024 Q2	$290K	Buy