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Sierra Ocean’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sierra Ocean’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 		$31.1K Buy
497
+144
+41% +$9.01K 0.02% 252
2025
Q1 		$21.1K Buy
+353
New +$21.1K 0.02% 290