Coordinated Financial Services’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	$2.58M	Buy	41,238 +5,057	+14%	+$316K	1.79%	8
2025 Q1	$2.16M	Buy	36,181 +20,730	+134%	+$1.24M	1.65%	10
2024 Q4	$959K	Buy	+15,451	New	+$959K	0.75%	39