Renaissance Technologies
HELO icon

Renaissance Technologies’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Renaissance Technologies’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
2026
Q1 		$295K Sell
4,621
-7,279
-61% -$482K ﹤0.01% 2795
2025
Q4 		$791K Sell
11,900
-23,820
-67% -$1.56M ﹤0.01% 2384
2025
Q3 		$2.32M Buy
35,720
+220
+0.6% +$14K ﹤0.01% 1972
2025
Q2 		$2.22M Buy
+35,500
New +$2.14M ﹤0.01% 2043
2025
Q1 		– Sell
-42,456
Closed -$2.63M – 3609
2024
Q4 		$2.63M Sell
42,456
-12,444
-23% -$775K ﹤0.01% 1868
2024
Q3 		$3.36M Buy
+54,900
New +$3.25M 0.01% 1698

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