Castle Rock Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Castle Rock Wealth Management’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$219K	Buy
2025 Q2	–	Sell
2025 Q1	$274K	Buy
2024 Q4	$289K	Buy
2024 Q3	$277K	Buy
2024 Q2	$259K	Buy
2024 Q1	$241K	Buy
2023 Q4	$223K	Buy