Independent Advisor Alliance’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 Q1	–	Sell	-18,325	Closed	-$1.14M	–	1046
2024 Q4	$1.14M	Buy	+18,325	New	+$1.14M	0.02%	696