CAWM
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Capital A Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital A 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 		$5.32M Buy
+89,163
New +$5.32M 5.58% 7