Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Northwestern Mutual 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 		$298K Buy
4,754
+4,290
+925% +$268K ﹤0.01% 1586
2025
Q1 		$27.7K Sell
464
-138
-23% -$8.24K ﹤0.01% 2392
2024
Q4 		$37.3K Buy
+602
New +$37.3K ﹤0.01% 2287