Secured Retirement 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	$1.86M	Sell	29,759 -21,231	-42%	-$1.33M	1.11%	26
2025 Q1	$3.04M	Buy	+50,990	New	+$3.04M	1.96%	7