Truist Financial’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	$1.1M	Buy	17,603 +11,932	+210%	+$747K	﹤0.01%	1541
2025 Q1	$338K	Sell	5,671 -14	-0.2%	-$836	﹤0.01%	2066
2024 Q4	$353K	Buy	5,685 +384	+7%	+$23.8K	﹤0.01%	2051
2024 Q3	$324K	Sell	5,301 -563	-10%	-$34.4K	﹤0.01%	2074
2024 Q2	$343K	Buy	+5,864	New	+$343K	﹤0.01%	2214