Paladin Advisory Group’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	$2.38M	Buy	38,066 +4,278	+13%	+$268K	1.82%	18
2025 Q1	$2.02M	Buy	33,788 +29,433	+676%	+$1.76M	1.61%	20
2024 Q4	$270K	Buy	4,355 +615	+16%	+$38.2K	0.21%	71
2024 Q3	$229K	Buy	3,740 +1,003	+37%	+$61.3K	0.17%	79
2024 Q2	$160K	Buy	+2,737	New	+$160K	0.12%	89