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

BCGM 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 		$389K Buy
6,219
+126
+2% +$7.89K 0.11% 117
2025
Q1 		$364K Buy
6,093
+267
+5% +$15.9K 0.11% 116
2024
Q4 		$361K Buy
5,826
+278
+5% +$17.2K 0.11% 114
2024
Q3 		$339K Buy
+5,548
New +$339K 0.11% 121