Perigon 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	$4.22M	Buy	67,367 +1,392	+2%	+$87.1K	0.1%	203
2025 Q1	$3.94M	Buy	65,975 +19,729	+43%	+$1.18M	0.1%	200
2024 Q4	$2.89M	Buy	46,246 +25,884	+127%	+$1.62M	0.07%	252
2024 Q3	$1.24M	Buy	+20,362	New	+$1.24M	0.03%	377