Oak Wealth 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	$6.23M	Sell	99,614 -3,901	-4%	-$244K	4%	8
2025 Q1	$6.18M	Buy	103,515 +22,201	+27%	+$1.32M	4.57%	7
2024 Q4	$5.04M	Buy	+81,314	New	+$5.04M	3.88%	9