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

Avaii 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 		$8.71M Sell
139,224
-26,509
-16% -$1.66M 3.87% 5
2025
Q1 		$9.89M Buy
+165,733
New +$9.89M 5.28% 3