Partners 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	$911K	Hold	15,231	–	–	1.04%	31
2025 Q1	$909K	Buy	15,231 +3,385	+29%	+$202K	1.03%	31
2024 Q4	$735K	Buy	+11,846	New	+$735K	0.84%	39