Stifel Financial
HELO icon

Stifel Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Stifel Financial’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
2026
Q1 		$27.9M Buy
437,084
+12,177
+3% +$806K 0.03% 509
2025
Q4 		$28.2M Sell
424,907
-9,358
-2% -$614K 0.03% 514
2025
Q3 		$28.2M Buy
434,265
+170,755
+65% +$10.9M 0.03% 521
2025
Q2 		$16.5M Buy
263,510
+30,305
+13% +$1.83M 0.02% 669
2025
Q1 		$13.9M Buy
233,205
+185,980
+394% +$11.5M 0.01% 712
2024
Q4 		$2.93M Buy
47,225
+31,945
+209% +$1.99M ﹤0.01% 1536
2024
Q3 		$934K Buy
+15,280
New +$905K ﹤0.01% 2272

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