MFS
HELO icon

Mattson Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mattson Financial Services’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
2026
Q1 		– Sell
-25,904
Closed -$1.72M – 233
2025
Q4 		$1.72M Sell
25,904
-16,564
-39% -$1.09M 0.4% 86
2025
Q3 		$2.76M Buy
42,468
+224
+0.5% +$14.3K 0.66% 54
2025
Q2 		$2.64M Sell
42,244
-508
-1% -$30.7K 0.71% 52
2025
Q1 		$2.55M Sell
42,752
-46,167
-52% -$2.86M 0.77% 47
2024
Q4 		$5.44M Buy
88,919
+48,096
+118% +$3M 1.73% 13
2024
Q3 		$2.39M Sell
40,823
-261
-0.6% -$15.5K 0.86% 37
2024
Q2 		$2.41M Buy
+41,084
New +$2.33M 0.86% 37

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