Money Concepts Capital’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	–	Sell	-7,832	Closed	-$486K	–	423
2024 Q4	$486K	Sell	7,832 -8,715	-53%	-$541K	0.04%	297
2024 Q3	$1.01M	Buy	16,547 +4,149	+33%	+$254K	0.08%	207
2024 Q2	$726K	Buy	+12,398	New	+$726K	0.06%	241