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

Lakeridge 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	$1.2M	Buy
2025 Q2	$1.14M	Buy
2025 Q1	$1.04M	Buy
2024 Q4	$892K	Buy
2024 Q3	$604K	Buy
2024 Q2	$507K	Buy