Signature Estate & Investment 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	$971K	Buy	15,513 +3,996	+35%	+$250K	0.02%	240
2025 Q1	$687K	Buy	+11,517	New	+$687K	0.02%	276