Waverly Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Waverly Advisors’s Portfolio HELO Stock Details HELO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10M	Buy
2025 Q2	$8.81M	Sell
2025 Q1	$8.97M	Buy
2024 Q4	$9.16M	Buy