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WESPAC Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

WESPAC Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$360K Buy
5,745
+201
+4% +$12.6K 0.25% 124
2025
Q1 		$331K Sell
5,544
-299
-5% -$17.8K 0.27% 114
2024
Q4 		$363K Buy
+5,843
New +$363K 0.27% 124