Sprinkle Financial Consultants’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.63M Buy
2025
Q2
$2.14M Sell
2025
Q1
$2.44M Buy
2024
Q4
$441K Buy
2024
Q3
$434K Buy
2024
Q2
$388K Buy
2024
Q1
$335K Buy
2023
Q4
$316K Buy