Smallwood Wealth Investment Management’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 Q1	$2.13M	Buy	35,751 +13,862	+63%	+$827K	1.34%	16
2024 Q4	$1.36M	Buy	21,889 +12,367	+130%	+$767K	0.93%	23
2024 Q3	$582K	Buy	+9,522	New	+$582K	0.42%	35