HBW Advisory Services’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	$1.9M	Sell	30,371 -10,827	-26%	-$678K	0.23%	109
2025 Q1	$2.46M	Buy	41,198 +6,166	+18%	+$368K	0.35%	79
2024 Q4	$2.17M	Buy	35,032 +7,690	+28%	+$477K	0.22%	86
2024 Q3	$1.67M	Buy	27,342 +13,983	+105%	+$855K	0.24%	97
2024 Q2	$782K	Buy	+13,359	New	+$782K	0.13%	152