P
HELO icon

&Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

&Partners’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 		$4.58M Buy
73,108
+56,308
+335% +$3.52M 0.04% 389
2025
Q1 		$1M Buy
+16,800
New +$1M 0.01% 829