Kingswood Wealth Advisors’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	$849K	Sell	13,574 -85	-0.6%	-$5.32K	0.07%	295
2025 Q1	$815K	Buy	13,659 +6,071	+80%	+$362K	0.07%	291
2024 Q4	$471K	Buy	+7,588	New	+$471K	0.04%	460