Madison 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	$553K	Buy	8,836 +3,315	+60%	+$207K	0.12%	80
2025 Q1	$330K	Buy	5,521 +803	+17%	+$47.9K	0.08%	108
2024 Q4	$293K	Buy	4,718 +559	+13%	+$34.7K	0.08%	120
2024 Q3	$254K	Buy	4,159 +437	+12%	+$26.7K	0.08%	128
2024 Q2	$218K	Buy	+3,722	New	+$218K	0.07%	122