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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.23M	Sell
2025 Q2	$1.74M	Buy
2025 Q1	$525K	Buy
2024 Q4	$537K	Hold
2024 Q3	$529K	Buy