FMWA
Forvis Mazars Wealth Advisors’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 | $135M | Buy |
2,163,590
+268,943
| +14% | +$16.8M | 2.92% | 6 |
|
|
2025
Q1 | $113M | Buy |
1,894,647
+509,058
| +37% | +$30.4M | 2.71% | 7 |
|
|
2024
Q4 | $86M | Buy |
1,385,589
+418,404
| +43% | +$26M | 1.98% | 8 |
|
|
2024
Q3 | $59.1M | Buy |
967,185
+611,599
| +172% | +$37.4M | 1.36% | 14 |
|
|
2024
Q2 | $20.8M | Buy |
+355,586
| New | +$20.8M | 0.52% | 35 |
|