Atria Wealth Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.8M	Sell	28,723 -54,717	-66%	-$3.42M	0.04%	451
2025 Q1	$4.98M	Buy	83,440 +32,855	+65%	+$1.96M	0.06%	335
2024 Q4	$3.14M	Buy	+50,585	New	+$3.14M	0.03%	491