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

Sagespring Wealth Partners’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$272K Sell
4,346
-843
-16% -$52.8K 0.01% 610
2025
Q1 		$310K Sell
5,189
-945,951
-99% -$56.5M 0.01% 505
2024
Q4 		$59M Buy
+951,140
New +$59M 1.56% 17