BFWM
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Bright Futures Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bright Futures Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.75M Sell
47,643
-3,436
-7% -$198K 3.01% 4
2024
Q4 		$3.22M Buy
+51,079
New +$3.22M 2.86% 5