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Axis Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Axis Wealth Partners’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$468K Buy
7,481
+1,237
+20% +$77.4K 0.31% 94
2025
Q1 		$373K Buy
6,244
+639
+11% +$38.1K 0.28% 97
2024
Q4 		$348K Buy
+5,605
New +$348K 0.29% 95