LWL
Leo Wealth LLC’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 | $16.8M | Buy |
+267,931
| New | +$16.8M | 1.3% | 18 |
|
|
2025
Q1 | – | Sell |
-252,620
| Closed | -$15.7M | – | 317 |
|
|
2024
Q4 | $15.7M | Buy |
252,620
+16,436
| +7% | +$1.02M | 1.4% | 19 |
|
|
2024
Q3 | $14.4M | Buy |
236,184
+132,082
| +127% | +$8.08M | 1.32% | 19 |
|
|
2024
Q2 | $6.1M | Buy |
+104,102
| New | +$6.1M | 0.62% | 30 |
|