Patten & Patten’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Patten & Patten’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.1M	Sell
2025 Q1	$16.5M	Buy
2024 Q4	$15.9M	Buy
2024 Q3	$14.4M	Buy
2024 Q2	$12M	Buy
2024 Q1	$9.37M	Buy
2023 Q4	$4.44M	Buy