Firestone Capital 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	$3.73M	Buy	59,640 +3,156	+6%	+$198K	0.88%	27
2025 Q1	$3.37M	Buy	56,484 +15,682	+38%	+$936K	0.88%	24
2024 Q4	$2.53M	Buy	40,802 +24,433	+149%	+$1.52M	0.63%	33
2024 Q3	$1M	Buy	16,369 +10,784	+193%	+$659K	0.25%	56
2024 Q2	$327K	Buy	+5,585	New	+$327K	0.09%	101