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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$12.9M	Buy
2024 Q3	$11.7M	Buy
2024 Q2	$10.4M	Buy
2024 Q1	$9.41M	Buy