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

Campbell Deegan 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 		$11.9M Buy
190,788
+79,080
+71% +$4.95M 11.76% 4
2025
Q1 		$6.67M Buy
111,708
+45,503
+69% +$2.72M 7.67% 4
2024
Q4 		$4.11M Buy
+66,205
New +$4.11M 4.93% 5