PIWA
Prevail Innovative Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
7,242
| – | – | 0.1% | 168 |
|
|
2025
Q1 | $432K | Sell |
7,242
-86
| -1% | -$5.13K | 0.12% | 147 |
|
|
2024
Q4 | $455K | Hold |
7,328
| – | – | 0.13% | 133 |
|
|
2024
Q3 | $448K | Buy |
7,328
+86
| +1% | +$5.26K | 0.14% | 124 |
|
|
2024
Q2 | $424K | Buy |
+7,242
| New | +$424K | 0.15% | 122 |
|