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

Archford Capital Strategies’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 Q2	$10.7M	Buy	157,859 +13,009	+9%	+$874K	1.08%	19
2026 Q1	$9.26M	Buy	144,850 +130,192	+888%	+$8.62M	1.06%	20
2025 Q4	$974K	Sell	14,658 -2,681	-15%	-$176K	0.11%	164
2025 Q3	$1.13M	Sell	17,339 -42,947	-71%	-$2.74M	0.13%	152
2025 Q2	$3.77M	Buy	60,286 +10,210	+20%	+$616K	0.48%	51
2025 Q1	$2.99M	Buy	50,076 +46,296	+1,225%	+$2.87M	0.44%	57
2024 Q4	$235K	Hold	3,780	–	–	0.04%	250
2024 Q3	$234K	Buy	3,780 +350	+10%	+$20.7K	0.04%	239
2024 Q2	$201K	Buy	+3,430	New	+$194K	0.03%	254

Other funds holding HELO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Archford Capital Strategies's HELO Position: Q2 2026 in Review

Archford Capital Strategies increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9% in Q2 2026, buying an estimated $874K and bringing the position to 157,859 shares worth $10.7M. The position accounts for 1.08% of the portfolio, ranked #19.

Archford Capital Strategies first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Archford Capital Strategies held 157,859 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.7M as of Q2 2026.
Archford Capital Strategies bought 13,009 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $874K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.08% of Archford Capital Strategies's portfolio in Q2 2026, its #19 holding.
Archford Capital Strategies first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.