Smartleaf Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
5,691
-25,381
-82% -$1.59M 0.03% 437
2025
Q1
$1.85M Buy
31,072
+442
+1% +$26.3K 0.18% 128
2024
Q4
$1.9M Buy
30,630
+6,723
+28% +$418K 0.19% 112
2024
Q3
$1.46M Buy
+23,907
New +$1.46M 0.18% 133