Firestone Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Firestone Capital Management’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.77M	Sell
2025 Q2	$3.73M	Buy
2025 Q1	$3.37M	Buy
2024 Q4	$2.53M	Buy
2024 Q3	$1M	Buy
2024 Q2	$327K	Buy