Steward Partners Investment 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	$583K	Buy	9,312 +6,129	+193%	+$384K	﹤0.01%	1223
2025 Q1	$190K	Buy	3,183 +1,264	+66%	+$75.4K	﹤0.01%	1674
2024 Q4	$119K	Buy	1,919 +1,670	+671%	+$104K	﹤0.01%	1895
2024 Q3	$15.2K	Buy	+249	New	+$15.2K	﹤0.01%	2771