Evolution Wealth Advisors’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	$2.48M	Buy	39,555 +5	+0%	+$313	0.36%	45
2025 Q1	$2.36M	Buy	39,550 +12,890	+48%	+$769K	0.39%	44
2024 Q4	$1.66M	Buy	+26,660	New	+$1.66M	0.28%	49