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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$1.85M Buy
2024
Q4
$1.9M Buy
2024
Q3
$1.46M Buy