UIA
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Ulland Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ulland Investment Advisors’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
2025
Q2 		$130K Sell
2025
Q1 		$201K Buy