Security National Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Security National Bank’s Portfolio HELO Stock Details HELO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.29M	Buy
2025 Q2	$1.12M	Sell
2025 Q1	$1.21M	Buy
2024 Q4	$1.26M	Buy
2024 Q3	$1.18M	Buy
2024 Q2	$636K	Buy