Patriot Financial Group Insurance Agency’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	$1.98M	Buy	31,663 +6,723	+27%	+$421K	0.23%	113
2025 Q1	$1.49M	Buy	24,940 +11,066	+80%	+$660K	0.2%	128
2024 Q4	$861K	Buy	+13,874	New	+$861K	0.12%	204