Baker Tilly Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Baker Tilly Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Buy
2025 Q2	$780K	Buy
2025 Q1	$409K	Buy