Indie Asset 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	–	Sell	-11,214	Closed	-$669K	–	85
2025 Q1	$669K	Sell	11,214 -1,078	-9%	-$64.3K	0.58%	29
2024 Q4	$763K	Buy	12,292 +1,871	+18%	+$116K	0.6%	26
2024 Q3	$637K	Buy	10,421 +1,961	+23%	+$120K	0.48%	36
2024 Q2	$495K	Buy	+8,460	New	+$495K	0.39%	41