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Monterey Private Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Monterey Private Wealth’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
Q1 		$219K Buy
3,669
+5
+0.1% +$298 0.06% 119
2024
Q4 		$227K Buy
+3,664
New +$227K 0.07% 117