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Skyline Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Skyline Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.3M Sell
165,017
-22,043
-12% -$1.38M 3.81% 9
2025
Q1 		$11.2M Buy
187,060
+1,384
+0.7% +$82.6K 4.4% 10
2024
Q4 		$11.5M Buy
+185,676
New +$11.5M 4.47% 10