WealthPLAN Partners’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	$7.08M	Sell	113,065 -57,463	-34%	-$3.6M	1.14%	18
2025 Q1	$10.2M	Buy	170,528 +9,899	+6%	+$591K	1.43%	14
2024 Q4	$9.97M	Sell	160,629 -7,131	-4%	-$442K	1.41%	13
2024 Q3	$10.3M	Buy	+167,760	New	+$10.3M	1.38%	14