Golden State Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Golden State Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$508K	Buy
2025 Q2	$481K	Buy
2025 Q1	$424K	Buy
2024 Q4	$112K	Buy