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

Pennsylvania Capital Management’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	$261K	Sell
2025 Q2	$629K	Sell
2025 Q1	$626K	Sell
2024 Q4	$5.91M	Buy
2024 Q3	$1.38M	Buy
2024 Q2	$480K	Buy
2024 Q1	$272K	Buy