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Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$325K Sell
5,187
-200
-4% -$12.5K 0.07% 128
2025
Q1 		$322K Buy
+5,387
New +$322K 0.08% 126