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Legacy Investment Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Legacy Investment Solutions’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.39M Buy
+22,284
New +$1.39M 0.73% 28
2024
Q4 		$1.1M Sell
17,530
-15,890
-48% -$997K 0.7% 27
2024
Q3 		$2.1M Buy
+33,420
New +$2.1M 1.22% 17