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Napatree Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Napatree Capital’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
Q1 		$4.54M Buy
76,051
+9,677
+15% +$578K 2.55% 7
2024
Q4 		$4.12M Buy
66,374
+16,735
+34% +$1.04M 2.42% 7
2024
Q3 		$3.03M Buy
+49,639
New +$3.03M 2.12% 10