Ancora Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ancora Advisors’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	$412K	Sell	6,452 -2,274	-26%	-$151K	0.01%	563
2025 Q4	$580K	Buy	8,726 +713	+9%	+$46.8K	0.01%	505
2025 Q3	$521K	Buy	8,013 +537	+7%	+$34.3K	0.01%	552
2025 Q2	$468K	Sell	7,476 -363	-5%	-$21.9K	0.01%	546
2025 Q1	$468K	Sell	7,839 -2,426	-24%	-$150K	0.01%	536
2024 Q4	$637K	Buy	10,265 +7,248	+240%	+$451K	0.01%	472
2024 Q3	$184K	Buy	3,017 +320	+12%	+$19K	﹤0.01%	709
2024 Q2	$158K	Sell	2,697 -534	-17%	-$30.2K	﹤0.01%	717
2024 Q1	$181K	Buy	+3,231	New	+$176K	﹤0.01%	696

Other funds holding HELO

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ancora Advisors's HELO Position: Q1 2026 in Review

Ancora Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 26% in Q1 2026, selling an estimated $151K and leaving 6,452 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #563.

Ancora Advisors first reported a position in HELO in Q1 2024 and has held it in 9 quarters since. The position peaked at $637K in Q4 2024. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Ancora Advisors held 6,452 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $412K as of Q1 2026.
Ancora Advisors sold 2,274 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $151K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #563 holding.
Ancora Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 9 quarters since.
Ancora Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $637K in Q4 2024.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.