Semus Wealth Partners’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	$1.19M	Buy	18,980 +563	+3%	+$35.2K	0.77%	32
2025 Q1	$1.1M	Buy	18,417 +3,347	+22%	+$200K	0.77%	32
2024 Q4	$935K	Buy	15,070 +5,610	+59%	+$348K	0.62%	35
2024 Q3	$578K	Buy	9,460 +5,458	+136%	+$334K	0.4%	51
2024 Q2	$234K	Buy	+4,002	New	+$234K	0.18%	95