EWM
Echo Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
84,270
+14,024
| +20% | +$878K | 3.23% | 11 |
|
|
2025
Q1 | $4.19M | Buy |
70,246
+14,407
| +26% | +$860K | 2.83% | 12 |
|
|
2024
Q4 | $3.46M | Buy |
55,839
+3,670
| +7% | +$228K | 2.39% | 12 |
|
|
2024
Q3 | $3.2M | Buy |
52,169
+3,902
| +8% | +$239K | 2.23% | 13 |
|
|
2024
Q2 | $2.83M | Buy |
48,267
+11,389
| +31% | +$667K | 2.13% | 14 |
|
|
2024
Q1 | $2.06M | Buy |
36,878
+452
| +1% | +$25.3K | 1.71% | 18 |
|
|
2023
Q4 | $1.93M | Buy |
+36,426
| New | +$1.93M | 1.8% | 17 |
|