Wells Fargo
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Wells Fargo’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Wells Fargo’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 		$99.8K Buy
1,595
+1,245
+356% +$77.9K ﹤0.01% 4790
2025
Q1 		$20.9K Buy
350
+260
+289% +$15.5K ﹤0.01% 5241
2024
Q4 		$5.58K Buy
+90
New +$5.58K ﹤0.01% 5541