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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$130K Sell
2,070
-1,300
-39% -$81.6K 0.1% 79
2025
Q1 		$201K Buy
+3,370
New +$201K 0.17% 61