Paladin Wealth’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	$1.34M	Sell	21,358 -16	-0.1%	-$1K	1.04%	26
2025 Q1	$1.28M	Sell	21,374 -10,884	-34%	-$650K	1.15%	25
2024 Q4	$2M	Sell	32,258 -12,852	-28%	-$797K	1.73%	16
2024 Q3	$2.76M	Buy	+45,110	New	+$2.76M	2.41%	7