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

Modern Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$813K Sell
12,992
-230,638
-95% -$14.4M 0.02% 391
2025
Q1 		$14.5M Buy
243,630
+4,427
+2% +$264K 0.46% 52
2024
Q4 		$14.8M Buy
+239,203
New +$14.8M 0.55% 43