Sincerus Advisory’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	$1.75M	Sell	27,669 -5,708	-17%	-$362K	1.65%	18
2025 Q1	$1.99M	Buy	33,377 +4,300	+15%	+$257K	2.1%	11
2024 Q4	$1.8M	Buy	+29,077	New	+$1.8M	1.93%	13