Unique Wealth’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 Q1	–	Sell	-38,980	Closed	-$2.42M	–	157
2024 Q4	$2.42M	Buy	38,980 +15,126	+63%	+$938K	0.5%	45
2024 Q3	$1.46M	Buy	+23,854	New	+$1.46M	0.33%	52