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

Total Clarity 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
2025 Q3	$815K	Sell
2025 Q2	$851K	Sell
2025 Q1	$895K	Hold
2024 Q4	$895K	Buy
2024 Q3	$858K	Buy
2024 Q2	$321K	Buy