SWM
HELO icon

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

Sugarloaf Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12.9M Buy
208,650
+16,655
+9% +$1.03M 2.45% 11
2024
Q3 		$11.7M Buy
191,995
+14,228
+8% +$870K 2.22% 11
2024
Q2 		$10.4M Buy
177,767
+9,659
+6% +$566K 2.11% 11
2024
Q1 		$9.41M Buy
+168,108
New +$9.41M 1.95% 11