Maia Wealth’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	$228K	Hold	3,637	–	–	0.04%	295
2025 Q1	$213K	Hold	3,637	–	–	0.05%	278
2024 Q4	$230K	Hold	3,637	–	–	0.05%	270
2024 Q3	$225K	Buy	3,637 +9	+0.2%	+$556	0.06%	230
2024 Q2	$215K	Buy	+3,628	New	+$215K	0.06%	211