MWG
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Martin Worley Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Martin Worley Group’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$973K Buy
15,545
+526
+4% +$32.9K 0.48% 48
2025
Q1 		$896K Sell
15,019
-4,166
-22% -$249K 0.51% 43
2024
Q4 		$1.19M Buy
+19,185
New +$1.19M 0.74% 39