Strategic Blueprint’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
$1.45M Buy
23,097
+11,857
+105% +$742K 0.07% 240
2025
Q1
$671K Buy
11,240
+6,640
+144% +$396K 0.04% 364
2024
Q4
$285K Buy
+4,600
New +$285K 0.02% 534