Wealth Enhancement Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
1,777,086
+373,033
| +27% | +$23.5M | 0.19% | 106 |
|
|
2025
Q1 | $83.8M | Buy |
1,404,053
+372,471
| +36% | +$22.2M | 0.16% | 125 |
|
|
2024
Q4 | $64M | Buy |
1,031,582
+150,479
| +17% | +$9.34M | 0.12% | 161 |
|
|
2024
Q3 | $53.9M | Buy |
881,103
+253,875
| +40% | +$15.5M | 0.12% | 172 |
|
|
2024
Q2 | $36.7M | Buy |
627,228
+622,152
| +12,257% | +$36.4M | 0.09% | 218 |
|
|
2024
Q1 | $284K | Buy |
+5,076
| New | +$284K | ﹤0.01% | 1955 |
|