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Mutual Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mutual Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
4,047
-17,171
-81% -$1.09M 0.01% 1029
2025
Q1 		$1.25M Buy
+21,218
New +$1.25M 0.04% 394