Raymond James Financial
HELO icon

Raymond James Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Raymond James Financial’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 		$99.6M Buy
1,591,028
+140,094
+10% +$8.77M 0.03% 479
2025
Q1 		$86.6M Buy
1,450,934
+279,421
+24% +$16.7M 0.03% 480
2024
Q4 		$72.7M Buy
+1,171,513
New +$72.7M 0.03% 540