Comprehensive Financial Planning’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Comprehensive Financial Planning’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	$461K	Sell
2025 Q2	$457K	Sell
2025 Q1	$532K	Buy
2024 Q4	$269K	Buy