Members 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 Q1	$1.1M	Sell	18,356 -6,606	-26%	-$394K	0.83%	30
2024 Q4	$1.57M	Buy	+24,962	New	+$1.57M	1.17%	23
2024 Q2	$597K	Buy	+9,512	New	+$597K	0.4%	49