NBC Securities’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

NBC Securities’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 Q3	–	Sell
2025 Q2	$90K	Sell
2025 Q1	$271K	Buy
2024 Q4	$277	Sell
2024 Q3	$223K	Buy