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

Tidemark’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501 Hold
8
– – ﹤0.01% 669
2025
Q1 		$477 Sell
8
-41
-84% -$2.45K ﹤0.01% 668
2024
Q4 		$3.05K Hold
49
– – ﹤0.01% 565
2024
Q3 		$3K Buy
+49
New +$3K ﹤0.01% 527