MAM
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Milestone Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Milestone Asset Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Sell
19,200
-27,031
-58% -$1.69M 0.25% 72
2025
Q1 		$2.76M Buy
+46,231
New +$2.76M 0.59% 40