Reyes Financial Architecture’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
$277K Sell
4,431
-2,063
-32% -$129K 0.24% 64
2025
Q1
$388K Buy
6,494
+873
+16% +$52.1K 0.29% 46
2024
Q4
$349K Buy
+5,621
New +$349K 0.27% 49