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RCM
Riggs Capital Management’s
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
Stock Holding History
Riggs Capital Management’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
2024
Q4
$322K
Buy
+5,186
New
+$323K
0.32%
79
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1-Year Est. Return
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FMWA
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GI
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1-Year Est. Return
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1-Year Est. Return
CFS
CGC Financial Services
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12.35%
1-Year Est. Return
Wealth Enhancement Advisory Services
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$45.5B AUM
21.01%
1-Year Est. Return
DWM
Dynasty Wealth Management
St. Petersburg, Florida
$11.5B AUM
15.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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