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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$98.8K	Sell	1,579 -100	-6%	-$6.26K	﹤0.01%	1485
2025 Q1	$100K	Buy	1,679 +576	+52%	+$34.4K	﹤0.01%	1445
2024 Q4	$68.4K	Buy	+1,103	New	+$68.4K	﹤0.01%	1504
2024 Q1	–	Sell	-47,670	Closed	-$2.57M	–	1506
2023 Q4	$2.57M	Buy	+47,670	New	+$2.57M	0.01%	818