Hughes Financial 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	$7.45M	Buy	117,767 +8,660	+8%	+$547K	1.28%	13
2025 Q1	$6.52M	Buy	109,107 +52,723	+94%	+$3.15M	1.28%	17
2024 Q4	$3.5M	Buy	+56,384	New	+$3.5M	0.72%	20