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

PrairieView Wealth Partners’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	$7.14M	Buy
2025 Q2	$6.61M	Sell
2025 Q1	$6.87M	Buy
2024 Q4	$6.93M	Buy
2024 Q3	$6.72M	Buy