Clear Creek Financial Management’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	$4.14M	Buy	66,231 +916	+1%	+$57.3K	0.39%	52
2025 Q1	$3.9M	Buy	65,315 +23,873	+58%	+$1.42M	0.4%	51
2024 Q4	$2.57M	Buy	41,442 +21,310	+106%	+$1.32M	0.28%	77
2024 Q3	$1.23M	Buy	20,132 +8,365	+71%	+$511K	0.14%	145
2024 Q2	$689K	Buy	+11,767	New	+$689K	0.08%	207