LWA
Lowe Wealth Advisors’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 | $131K | Hold |
2,095
| – | – | 0.05% | 77 |
|
|
2025
Q1 | $125K | Buy |
2,095
+594
| +40% | +$35.5K | 0.05% | 73 |
|
|
2024
Q4 | $93.1K | Buy |
1,501
+675
| +82% | +$41.9K | 0.04% | 89 |
|
|
2024
Q3 | $50.5K | Buy |
826
+372
| +82% | +$22.7K | 0.02% | 126 |
|
|
2024
Q2 | $26.6K | Buy |
+454
| New | +$26.6K | 0.01% | 155 |
|