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

Mascagni Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Buy
20,230
+665
+3% +$41.6K 1.08% 30
2025
Q1 		$1.17M Hold
19,565
– – 1.16% 25
2024
Q4 		$1.17M Buy
+19,565
New +$1.17M 1.16% 25