Indie Asset Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$669K Sell
2024
Q4
$763K Buy
2024
Q3
$637K Buy
2024
Q2
$495K Buy