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

Oakworth 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
Q2 		$313K Sell
5,006
-1,332
-21% -$83.4K 0.02% 163
2025
Q1 		$378K Buy
+6,338
New +$378K 0.03% 142