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

Axxcess Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.82M Sell
29,160
-11,661
-29% -$730K 0.04% 305
2025
Q1 		$2.44M Buy
40,821
+32,681
+401% +$1.95M 0.06% 233
2024
Q4 		$505K Buy
+8,140
New +$505K 0.01% 542