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Allred Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Allred Capital Management’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Buy
3,955
+575
+17% +$38.1K 0.09% 143
2025
Q4 		$225K Buy
3,380
+108
+3% +$7.09K 0.08% 150
2025
Q3 		$213K Buy
+3,272
New +$209K 0.07% 167
2025
Q2 		– Sell
-5,734
Closed -$342K – 158
2025
Q1 		$342K Sell
5,734
-499
-8% -$30.9K 0.14% 131
2024
Q4 		$387K Buy
+6,233
New +$388K 0.15% 127

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Allred Capital Management's HELO Position: Q1 2026 in Review

Allred Capital Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 17% in Q1 2026, buying an estimated $38.1K and bringing the position to 3,955 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #143.

Allred Capital Management first reported a position in HELO in Q4 2024 and has held it in 5 quarters since. The position peaked at $387K in Q4 2024. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Allred Capital Management held 3,955 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $253K as of Q1 2026.
  • Allred Capital Management bought 575 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $38.1K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.09% of Allred Capital Management's portfolio in Q1 2026, its #143 holding.
  • Allred Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 5 quarters since.
  • Allred Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $387K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.