Tyler-Stone 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	$6.48M	Buy	103,617 +11,508	+12%	+$720K	1.04%	22
2025 Q1	$5.5M	Buy	92,109 +33,407	+57%	+$1.99M	0.99%	25
2024 Q4	$3.64M	Buy	58,702 +25,656	+78%	+$1.59M	0.65%	34
2024 Q3	$2.02M	Buy	33,046 +27,716	+520%	+$1.69M	0.38%	53
2024 Q2	$312K	Buy	+5,330	New	+$312K	0.13%	137