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SK Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SK Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.1M Sell
239,643
-9,641
-4% -$607K 6.54% 5
2025
Q1 		$14.4M Sell
249,284
-28,410
-10% -$1.64M 7.72% 5
2024
Q4 		$17.2M Buy
277,694
+10,630
+4% +$659K 8.77% 5
2024
Q3 		$16.7M Buy
+267,064
New +$16.7M 8.56% 5