Royal Bank of Canada
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Royal Bank of Canada’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Royal Bank of Canada’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 		$113M Buy
1,813,641
+1,352,940
+294% +$84.7M 0.02% 538
2025
Q1 		$27.5M Buy
460,701
+44,860
+11% +$2.68M 0.01% 1003
2024
Q4 		$25.8M Buy
415,841
+106,503
+34% +$6.61M 0.01% 1065
2024
Q3 		$18.9M Buy
309,338
+190,042
+159% +$11.6M ﹤0.01% 1214
2024
Q2 		$6.99M Buy
+119,296
New +$6.99M ﹤0.01% 1734