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GPS Wealth Strategies Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

GPS Wealth Strategies Group’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$731K Buy
11,675
+775
+7% +$48.5K 0.08% 141
2025
Q1 		$651K Buy
10,900
+92
+0.9% +$5.49K 0.09% 143
2024
Q4 		$671K Sell
10,808
-148
-1% -$9.18K 0.09% 142
2024
Q3 		$670K Buy
+10,956
New +$670K 0.09% 149