MAI Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

MAI Capital Management’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	$4.43M	Buy
2025 Q2	$3.18M	Buy
2025 Q1	$2.62M	Buy
2024 Q4	$1.77M	Buy
2024 Q3	$847K	Buy