Golden State Wealth 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	$481K	Buy	7,682 +571	+8%	+$35.7K	0.06%	246
2025 Q1	$424K	Buy	7,111 +5,301	+293%	+$316K	0.06%	231
2024 Q4	$112K	Buy	+1,810	New	+$112K	0.02%	411