Cgc Financial Services, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Cgc Financial Services, LLC

1,085,995

Previous 1,071,012 1.4%

$70.6 Billion

Previous $67 Billion 5.32%

19.47%

Previous 22.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	N/A	14,983 Added 1.4%	1,085,995 $70.6 Billion
Q2 2025 Jul 28, 2025	BUY	N/A	15,645 Added 1.48%	1,071,012 $67 Billion
Q1 2025 Apr 14, 2025	BUY	N/A	16,657 Added 1.6%	1,055,367 $63 Billion
Q4 2024 Jan 24, 2025	SELL	N/A	-6,538 Reduced 0.63%	1,038,710 $64.4 Billion
Q3 2024 Oct 15, 2024	BUY	N/A	15,289 Added 1.48%	1,045,248 $63.9 Billion
Q2 2024 Jul 17, 2024	BUY	N/A	478,565 Added 86.79%	1,029,959 $60.3 Billion
Q1 2024 Apr 22, 2024	BUY	N/A	16,367 Added 3.06%	551,394 $30.9 Billion
Q4 2023 Jan 12, 2024	BUY	N/A	535,027 New	535,027 $28.3 Billion

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