YWS
Yarger Wealth Strategies’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 | $1.63M | Buy |
26,017
+19,470
| +297% | +$1.22M | 0.85% | 32 |
|
|
2025
Q1 | $391K | Buy |
+6,547
| New | +$391K | 0.23% | 60 |
|
|
2024
Q4 | – | Sell |
-6,322
| Closed | -$387K | – | 95 |
|
|
2024
Q3 | $387K | Sell |
6,322
-4,105
| -39% | -$251K | 0.21% | 57 |
|
|
2024
Q2 | $611K | Buy |
+10,427
| New | +$611K | 0.37% | 43 |
|