PrairieView Wealth Partners’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	$6.61M	Sell	105,617 -9,452	-8%	-$592K	6.86%	7
2025 Q1	$6.87M	Buy	115,069 +3,360	+3%	+$201K	8.39%	6
2024 Q4	$6.93M	Buy	111,709 +1,804	+2%	+$112K	7.49%	6
2024 Q3	$6.72M	Buy	+109,905	New	+$6.72M	7.26%	6