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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$90K Sell
1,440
-3,104
-68% -$194K 0.01% 1092
2025
Q1 		$271K Buy
4,544
+4,540
+113,500% +$271K 0.02% 669
2024
Q4 		$277 Sell
4
-3,649
-100% -$253K 0.03% 642
2024
Q3 		$223K Buy
+3,653
New +$223K 0.02% 754