OneDigital Investment 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 Q1	–	Sell	-75,125	Closed	-$4.66M	–	1447
2024 Q4	$4.66M	Buy	75,125 +37,009	+97%	+$2.3M	0.05%	255
2024 Q3	$2.33M	Buy	38,116 +27,618	+263%	+$1.69M	0.03%	402
2024 Q2	$615K	Buy	+10,498	New	+$615K	0.01%	813