Sigma Planning Corp’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	$1.16M	Sell	18,556 -9,079	-33%	-$568K	0.03%	453
2025 Q1	$1.65M	Buy	27,635 +11,678	+73%	+$697K	0.05%	337
2024 Q4	$990K	Buy	15,957 +9,037	+131%	+$561K	0.03%	488
2024 Q3	$423K	Buy	+6,920	New	+$423K	0.01%	805