AWM
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Accredited Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Accredited Wealth 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 		$11K Hold
175
– – 0.01% 254
2025
Q1 		$10.4K Hold
175
– – 0.01% 241
2024
Q4 		$10.9K Buy
+175
New +$10.9K 0.01% 242