Cyndeo Wealth Partners’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	$2.66M	Buy	42,531 +1,332	+3%	+$83.4K	0.16%	144
2025 Q1	$2.46M	Sell	41,199 -28,870	-41%	-$1.72M	0.16%	145
2024 Q4	$4.35M	Buy	70,069 +3,199	+5%	+$198K	0.29%	95
2024 Q3	$4.09M	Buy	+66,870	New	+$4.09M	0.29%	99