WealthPlan Investment 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	$13M	Buy	208,109 +61,045	+42%	+$3.82M	0.95%	25
2025 Q1	$8.78M	Sell	147,064 -68,926	-32%	-$4.11M	0.86%	39
2024 Q4	$13.4M	Buy	215,990 +100,755	+87%	+$6.25M	1.32%	18
2024 Q3	$7.05M	Buy	+115,235	New	+$7.05M	0.71%	53