Truist Financial
HELO icon

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

Truist Financial’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 		$1.28M Buy
20,074
+446
+2% +$29.5K ﹤0.01% 1578
2025
Q4 		$1.3M Buy
19,628
+3,284
+20% +$216K ﹤0.01% 1527
2025
Q3 		$1.06M Sell
16,344
-1,259
-7% -$80.4K ﹤0.01% 1633
2025
Q2 		$1.1M Buy
17,603
+11,932
+210% +$720K ﹤0.01% 1551
2025
Q1 		$338K Sell
5,671
-14
-0.2% -$868 ﹤0.01% 2085
2024
Q4 		$353K Buy
5,685
+384
+7% +$23.9K ﹤0.01% 2070
2024
Q3 		$324K Sell
5,301
-563
-10% -$33.4K ﹤0.01% 2087
2024
Q2 		$343K Buy
+5,864
New +$332K ﹤0.01% 2223

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