Financial Advocates Investment Management’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	$683K	Sell	10,912 -23,803	-69%	-$1.49M	0.06%	292
2025 Q1	$2.07M	Buy	34,715 +9,191	+36%	+$549K	0.15%	157
2024 Q4	$1.58M	Buy	+25,524	New	+$1.58M	0.09%	211