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

Apella Capital’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 Q3	$18.5M	Buy	+265,342	New	+$18.3M	0.24%	83

Other funds holding HELO

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Apella Capital's HELO Position: Q3 2026 in Review

Apella Capital opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 265,342 shares worth $18.5M. The stake represents 0.24% of the portfolio and ranks #83 among its holdings.

18 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Apella Capital held 265,342 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $18.5M as of Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Apella Capital position in Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.24% of Apella Capital's portfolio in Q3 2026, its #83 holding.
18 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.