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Stephens Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Stephens Inc’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 		$1.74M Buy
27,795
+19,000
+216% +$1.19M 0.02% 500
2025
Q1 		$525K Buy
8,795
+138
+2% +$8.24K 0.01% 799
2024
Q4 		$537K Hold
8,657
– – 0.01% 810
2024
Q3 		$529K Buy
+8,657
New +$529K 0.01% 818