Apexium Financial’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	$4.91M	Buy	78,491 +42,836	+120%	+$2.68M	0.26%	51
2025 Q1	$2.13M	Buy	35,655 +18,058	+103%	+$1.08M	0.13%	83
2024 Q4	$1.09M	Buy	17,597 +8,774	+99%	+$544K	0.07%	105
2024 Q3	$539K	Buy	+8,823	New	+$539K	0.04%	140