Retirement Guys Formula’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	$3.01M	Sell	48,087 -2,441	-5%	-$153K	1.14%	19
2025 Q1	$3.02M	Buy	50,528 +2,190	+5%	+$131K	1.5%	13
2024 Q4	$3M	Buy	+48,338	New	+$3M	1.51%	11