Tidemark’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Tidemark’s Portfolio HELO Stock Details HELO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$520	Hold
2025 Q2	$501	Hold
2025 Q1	$477	Sell
2024 Q4	$3.05K	Hold
2024 Q3	$3K	Buy