United Capital Financial Advisors’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	$11.4M	Buy	182,588 +64,666	+55%	+$4.05M	0.09%	175
2025 Q1	$7.04M	Buy	117,922 +105,212	+828%	+$6.28M	0.06%	226
2024 Q4	$789K	Buy	+12,710	New	+$789K	0.01%	604