Comprehensive Financial Planning’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	$457K	Sell	7,303 -1,605	-18%	-$100K	0.36%	65
2025 Q1	$532K	Buy	8,908 +4,570	+105%	+$273K	0.52%	49
2024 Q4	$269K	Buy	+4,338	New	+$269K	0.23%	77