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Valmark Advisers’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Valmark Advisers’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 		$548K Buy
8,763
+4,400
+101% +$275K 0.01% 431
2025
Q1 		$260K Buy
+4,363
New +$260K ﹤0.01% 545