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

Waverly Advisors’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 		$8.81M Sell
140,702
-9,627
-6% -$602K 0.1% 210
2025
Q1 		$8.97M Buy
150,329
+2,695
+2% +$161K 0.11% 193
2024
Q4 		$9.16M Buy
+147,634
New +$9.16M 0.14% 153