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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Sell	7,489 -760	-9%	-$47.6K	0.02%	528
2025 Q1	$492K	Buy	8,249 +2,710	+49%	+$162K	0.03%	474
2024 Q4	$344K	Buy	5,539 +233	+4%	+$14.5K	0.02%	566
2024 Q3	$324K	Hold	5,306	–	–	0.15%	193
2024 Q2	$311K	Buy	+5,306	New	+$311K	0.15%	202