MSWA
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Marshall & Sterling Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Sell
18,041
-63,904
-78% -$3.99M 0.76% 31
2025
Q1 		$4.89M Buy
81,945
+5,005
+7% +$299K 3.32% 8
2024
Q4 		$4.77M Buy
+76,940
New +$4.77M 3.3% 8