Stonebridge Financial Group’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	–	Sell	-2,317	Closed	-$138K	–	517
2025 Q1	$138K	Buy	+2,317	New	+$138K	0.01%	256