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

Aspire Capital 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	$12.9M	Buy	201,832 +7,114	+4%	+$471K	2.9%	12
2025 Q4	$12.9M	Buy	194,718 +8,546	+5%	+$561K	3.04%	9
2025 Q3	$12.1M	Sell	186,172 -3,033	-2%	-$194K	2.99%	9
2025 Q2	$11.8M	Buy	189,205 +8,295	+5%	+$501K	3.27%	9
2025 Q1	$10.8M	Buy	180,910 +35,498	+24%	+$2.2M	3.22%	9
2024 Q4	$9.02M	Buy	145,412 +4,185	+3%	+$261K	2.58%	11
2024 Q3	$8.63M	Buy	141,227 +2,145	+2%	+$127K	2.58%	12
2024 Q2	$8.14M	Buy	139,082 +7,709	+6%	+$436K	2.66%	12
2024 Q1	$7.35M	Buy	+131,373	New	+$7.15M	2.48%	12

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

Aspire Capital Advisors's HELO Position: Q1 2026 in Review

Aspire Capital Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.7% in Q1 2026, buying an estimated $471K and bringing the position to 201,832 shares worth $12.9M. The position accounts for 2.9% of the portfolio, ranked #12.

Aspire Capital Advisors first reported a position in HELO in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.9M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Aspire Capital Advisors held 201,832 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $12.9M as of Q1 2026.
Aspire Capital Advisors bought 7,114 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $471K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.9% of Aspire Capital Advisors's portfolio in Q1 2026, its #12 holding.
Aspire Capital Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 9 quarters since.
Aspire Capital Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $12.9M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.