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Mountain Capital Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mountain Capital Investment Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$437K Buy
6,989
+5
+0.1% +$313 0.08% 33
2025
Q1 		$411K Buy
6,984
+2,137
+44% +$126K 0.09% 30
2024
Q4 		$304K Buy
4,847
+1,189
+33% +$74.6K 0.06% 41
2024
Q3 		$230K Buy
+3,658
New +$230K 0.05% 46