Whipplewood 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	$253K	Sell	4,040 -59,289	-94%	-$3.71M	0.14%	145
2025 Q1	$171K	Buy	63,329 +60,506	+2,143%	+$164K	0.1%	174
2024 Q4	$175K	Buy	+2,823	New	+$175K	0.1%	174