Steward Partners Investment Advisory’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Steward Partners Investment Advisory’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	$925K	Buy
2025 Q2	$583K	Buy
2025 Q1	$190K	Buy
2024 Q4	$119K	Buy
2024 Q3	$15.2K	Buy