Palumbo Wealth Management’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	$5.26M	Buy	83,999 +7,505	+10%	+$470K	1.63%	14
2025 Q1	$4.57M	Buy	76,494 +20,360	+36%	+$1.22M	1.53%	15
2024 Q4	$3.48M	Buy	+56,134	New	+$3.48M	1.3%	16