Planned Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Planned Solutions’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	$6.61M	Buy
2025 Q1	$5.93M	Buy
2024 Q4	$5.98M	Buy
2024 Q3	$21.9K	Buy