Cahill Financial Advisors’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	$1.48M	Sell	23,599 -2,826	-11%	-$177K	0.18%	87
2025 Q1	$1.58M	Buy	26,425 +1,949	+8%	+$116K	0.21%	82
2024 Q4	$1.52M	Buy	24,476 +4,229	+21%	+$262K	0.21%	83
2024 Q3	$1.24M	Buy	20,247 +7,405	+58%	+$453K	0.17%	96
2024 Q2	$752K	Buy	+12,842	New	+$752K	0.1%	146