Paladin Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2025
Q2
$1.34M Sell
2025
Q1
$1.28M Sell
2024
Q4
$2M Sell
2024
Q3
$2.76M Buy