Stratos Wealth Advisors’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	$1.43M	Sell	22,808 -7,270	-24%	-$455K	0.08%	268
2025 Q1	$1.8M	Buy	30,078 +3,161	+12%	+$189K	0.1%	207
2024 Q4	$1.67M	Buy	26,917 +11,368	+73%	+$705K	0.08%	244
2024 Q3	$951K	Buy	15,549 +7,505	+93%	+$459K	0.04%	359
2024 Q2	$471K	Buy	+8,044	New	+$471K	0.02%	482