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

Tradewinds LLC’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$862K	Buy
2025 Q2	–	Sell
2025 Q1	$680K	Hold
2024 Q4	$718K	Buy