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

USAdvisors 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 		$8.95M Buy
143,068
+28,719
+25% +$1.8M 3.33% 5
2025
Q1 		$6.82M Buy
114,349
+14,500
+15% +$865K 2.38% 10
2024
Q4 		$6.19M Buy
+99,849
New +$6.19M 2.01% 13