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

Dynasty 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 		$37.1M Sell
593,021
-41,963
-7% -$2.63M 0.63% 36
2025
Q1 		$37.9M Sell
634,984
-390,647
-38% -$23.3M 0.63% 35
2024
Q4 		$63.6M Buy
+1,025,631
New +$63.6M 1.1% 27