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WNY Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

WNY Asset Management’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 		$1.3M Buy
20,757
+1,860
+10% +$116K 0.14% 76
2025
Q1 		$1.13M Buy
18,897
+10,493
+125% +$626K 0.13% 80
2024
Q4 		$521K Buy
+8,404
New +$521K 0.06% 129