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

Quotient Wealth Partners’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,719
Closed -$293K – 341
2024
Q4 		$293K Buy
4,719
+101
+2% +$6.27K 0.01% 249
2024
Q3 		$282K Buy
+4,618
New +$282K 0.01% 258