Sowell Financial Services’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
2024 Q4	–	Sell	-16,754	Closed	-$1.02M	–	540
2024 Q3	$1.02M	Buy	16,754 +544	+3%	+$33.2K	0.05%	336
2024 Q2	$949K	Sell	16,210 -967	-6%	-$56.6K	0.05%	336
2024 Q1	$961K	Buy	+17,177	New	+$961K	0.05%	349