WC
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Waterloo Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Waterloo Capital’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 		$261K Sell
4,177
-5,531
-57% -$346K 0.02% 383
2025
Q1 		$579K Sell
9,708
-129
-1% -$7.7K 0.05% 228
2024
Q4 		$610K Buy
9,837
+2,589
+36% +$161K 0.06% 208
2024
Q3 		$443K Buy
+7,248
New +$443K 0.05% 262