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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$437K	Buy
2025 Q1	$411K	Buy
2024 Q4	$304K	Buy
2024 Q3	$230K	Buy