Oak Harvest Investment Services’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	–	Sell	-3,720	Closed	-$222K	–	164
2025 Q1	$222K	Hold	3,720	–	–	0.03%	131
2024 Q4	$231K	Buy	+3,720	New	+$231K	0.03%	142