Stratos Wealth Partners’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	$2.07M	Buy	33,022 +634	+2%	+$39.7K	0.03%	485
2025 Q1	$1.93M	Buy	32,388 +2,499	+8%	+$149K	0.03%	459
2024 Q4	$1.85M	Buy	29,889 +5,348	+22%	+$332K	0.03%	497
2024 Q3	$1.5M	Buy	24,541 +12,207	+99%	+$746K	0.02%	536
2024 Q2	$722K	Buy	+12,334	New	+$722K	0.01%	767