IAG Wealth Partners’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	$1.96M	Sell	31,355 -2,957	-9%	-$185K	0.26%	53
2025 Q1	$2.05M	Buy	34,312 +595	+2%	+$35.5K	0.32%	47
2024 Q4	$2.09M	Buy	33,717 +27,242	+421%	+$1.69M	0.37%	43
2024 Q3	$396K	Buy	+6,475	New	+$396K	0.07%	77