Scheeler Financial LLC’s JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF HEQQ Stock Holding History

Scheeler Financial LLC’s Portfolio HEQQ Stock Details HEQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11M	Buy	+18,111	New	+$1.1M	0.84%	21

Other funds holding HEQQ

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Scheeler Financial LLC's HEQQ Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) in Q3 2026: 18,111 shares worth $1.11M. The stake represents 0.84% of the portfolio and ranks #21 among its holdings.

2 funds tracked by Wall St. Rank hold HEQQ as of Q3 2026.

Scheeler Financial LLC held 18,111 shares of JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF worth $1.11M as of Q3 2026.
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF was a new Scheeler Financial LLC position in Q3 2026.
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF made up 0.84% of Scheeler Financial LLC's portfolio in Q3 2026, its #21 holding.
2 funds tracked by Wall St. Rank held JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.