Total Clarity Wealth Management’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	$851K	Sell	13,594 -831	-6%	-$52K	0.24%	105
2025 Q1	$895K	Hold	14,425	–	–	0.29%	92
2024 Q4	$895K	Buy	14,425 +386	+3%	+$23.9K	0.29%	94
2024 Q3	$858K	Buy	14,039 +8,564	+156%	+$524K	0.28%	98
2024 Q2	$321K	Buy	+5,475	New	+$321K	0.11%	181