MWA
MN 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 | $1.32M | Sell |
21,109
-186
| -0.9% | -$11.6K | 0.77% | 29 |
|
|
2025
Q1 | $1.27M | Buy |
21,295
+5,919
| +38% | +$353K | 0.75% | 34 |
|
|
2024
Q4 | $954K | Buy |
15,376
+2,220
| +17% | +$138K | 0.54% | 45 |
|
|
2024
Q3 | $804K | Buy |
13,156
+1,989
| +18% | +$122K | 0.46% | 46 |
|
|
2024
Q2 | $654K | Buy |
11,167
+3,850
| +53% | +$225K | 0.38% | 51 |
|
|
2024
Q1 | $410K | Buy |
7,317
+1,406
| +24% | +$78.7K | 0.25% | 67 |
|
|
2023
Q4 | $313K | Buy |
+5,911
| New | +$313K | 0.22% | 69 |
|