PWMAG
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Pinnacle Wealth Management Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$2.46M Buy
39,388
+33,598
+580% +$2.1M 0.2% 95
2025
Q1 		$346K Buy
+5,790
New +$346K 0.03% 264