Archford Capital Strategies’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	$3.77M	Buy	60,286 +10,210	+20%	+$639K	0.48%	51
2025 Q1	$2.99M	Buy	50,076 +46,296	+1,225%	+$2.76M	0.44%	57
2024 Q4	$235K	Hold	3,780	–	–	0.04%	250
2024 Q3	$234K	Buy	3,780 +350	+10%	+$21.6K	0.04%	239
2024 Q2	$201K	Buy	+3,430	New	+$201K	0.03%	254