MML Investors Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.6M	Buy	456,905 +28,862	+7%	+$1.81M	0.08%	233
2025 Q1	$25.5M	Buy	428,043 +96,551	+29%	+$5.76M	0.09%	238
2024 Q4	$20.6M	Buy	331,492 +44,675	+16%	+$2.77M	0.07%	275
2024 Q3	$17.5M	Buy	286,817 +12,100	+4%	+$740K	0.06%	295
2024 Q2	$16.1M	Buy	+274,717	New	+$16.1M	0.07%	290