Morgan Stanley
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Morgan Stanley’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Morgan Stanley’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$115K Buy
1,842
+1,606
+681% +$101K ﹤0.01% 6078
2025
Q1 		$14.1K Buy
+236
New +$14.1K ﹤0.01% 6691
2024
Q4 		– Sell
-77
Closed -$4.71K – 8021
2024
Q3 		$4.71K Buy
+77
New +$4.71K ﹤0.01% 6929