Thrivent Financial for Lutherans
HELO icon

Thrivent Financial for Lutherans’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Thrivent Financial for Lutherans’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 		$8.37M Buy
130,908
+1,587
+1% +$105K 0.02% 706
2025
Q4 		$8.63M Buy
129,321
+4,400
+4% +$289K 0.02% 726
2025
Q3 		$8.12M Buy
124,921
+114,774
+1,131% +$7.33M 0.02% 683
2025
Q2 		$635K Sell
10,147
-112,451
-92% -$6.79M ﹤0.01% 2033
2025
Q1 		$7.71M Sell
122,598
-5,534
-4% -$343K 0.02% 691
2024
Q4 		$8.06M Buy
128,132
+18,513
+17% +$1.15M 0.02% 736
2024
Q3 		$6.7M Buy
109,619
+18,750
+21% +$1.11M 0.01% 809
2024
Q2 		$5.32M Buy
90,869
+52,002
+134% +$2.94M 0.01% 872
2024
Q1 		$2.17M Buy
+38,867
New +$2.12M ﹤0.01% 1350

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Cetera Investment Advisers
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CFS
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