Cedar Mountain Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cedar Mountain Advisors’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
2026 Q2	$200K	Hold	2,955	–	–	0.03%	75
2026 Q1	$189K	Hold	2,955	–	–	0.04%	67
2025 Q4	$196K	Hold	2,955	–	–	0.04%	64
2025 Q3	$192K	Hold	2,955	–	–	0.04%	65
2025 Q2	$185K	Hold	2,955	–	–	0.04%	59
2025 Q1	$176K	Sell	2,955 -791	-21%	-$49K	0.04%	57
2024 Q4	$232K	Buy	+3,746	New	+$233K	0.05%	54

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