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Grant Private Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Grant Private Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-37,149
Closed -$2.22M – 93
2025
Q1 		$2.22M Buy
37,149
+12,534
+51% +$748K 2.39% 8
2024
Q4 		$1.53M Buy
+24,615
New +$1.53M 1.65% 18