Security National Bank’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	$1.12M	Sell	17,854 -2,380	-12%	-$149K	0.19%	68
2025 Q1	$1.21M	Buy	20,234 +3	+0%	+$179	0.23%	64
2024 Q4	$1.26M	Buy	20,231 +982	+5%	+$60.9K	0.18%	60
2024 Q3	$1.18M	Buy	19,249 +8,387	+77%	+$513K	0.16%	61
2024 Q2	$636K	Buy	+10,862	New	+$636K	0.09%	73