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

Private Wealth Partners’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 		$501K Hold
8,000
– – 0.04% 128
2025
Q1 		$477K Buy
+8,000
New +$477K 0.04% 123