Prevail Innovative Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Prevail Innovative Wealth Advisors’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	$7.25M	Buy
2025 Q2	$453K	Hold
2025 Q1	$432K	Sell
2024 Q4	$455K	Hold
2024 Q3	$448K	Buy
2024 Q2	$424K	Buy