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

Tradewinds LLC’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,400
Closed -$680K – 156
2025
Q1 		$680K Hold
11,400
– – 0.19% 95
2024
Q4 		$718K Buy
+11,400
New +$718K 0.2% 91