Walter & Keenan Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Walter & Keenan 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 Q2	$302K	Hold
2025 Q1	$288K	Hold
2024 Q4	$300K	Hold
2024 Q3	$295K	Buy