Purkiss Capital Advisors’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	$1.91M	Buy	30,538 +5,326	+21%	+$333K	1.06%	18
2025 Q1	$1.5M	Buy	25,212 +3,010	+14%	+$180K	1.14%	18
2024 Q4	$1.38M	Buy	+22,202	New	+$1.38M	1.19%	18