Atria Investments’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	$3.75M	Buy	+59,992	New	+$3.75M	0.04%	485
2024 Q4	–	Sell	-156,567	Closed	-$9.57M	–	1912
2024 Q3	$9.57M	Buy	+156,567	New	+$9.57M	0.12%	198