NewEdge Advisors’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	$4.57M	Buy	73,096 +23,263	+47%	+$1.46M	0.02%	601
2025 Q1	$2.97M	Buy	49,833 +39,216	+369%	+$2.34M	0.02%	691
2024 Q4	$659K	Buy	+10,617	New	+$659K	﹤0.01%	1391