BTWM
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$780K Buy
12,460
+5,602
+82% +$351K 0.28% 81
2025
Q1 		$409K Buy
+6,858
New +$409K 0.16% 142