Mayfair Advisory Group’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	$1.7M	Buy	26,720 +3,777	+16%	+$240K	0.8%	33
2025 Q1	$1.37M	Buy	22,943 +5,312	+30%	+$317K	0.79%	26
2024 Q4	$1.09M	Buy	+17,631	New	+$1.09M	0.64%	33