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

Partners Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Sell
2025 Q2	$911K	Hold
2025 Q1	$909K	Buy
2024 Q4	$735K	Buy