Resurgent Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Resurgent Financial Advisors’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 Q3	$385K	Sell
2025 Q2	$454K	Buy
2025 Q1	$413K	Buy
2024 Q4	$409K	Sell
2024 Q3	$436K	Buy
2024 Q2	$337K	Buy
2024 Q1	$232K	Buy
2023 Q4	$111K	Buy