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

Summit Wealth Partners’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
2025 Q3	$1.77M	Sell
2025 Q2	$1.72M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$701K	Buy
2024 Q3	$479K	Buy
2024 Q2	$410K	Buy
2024 Q1	$368K	Buy
2023 Q4	$315K	Buy