New Wave Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-291
Closed -$18.1K 361
2024
Q4
$18.1K Buy
+291
New +$18.1K 0.01% 286