StoneX Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

StoneX Group’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	$486K	Sell
2025 Q2	$469K	Sell
2025 Q1	$492K	Buy
2024 Q4	$344K	Buy
2024 Q3	$324K	Hold
2024 Q2	$311K	Buy