Atlas Brown’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Atlas Brown’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	$221K	Buy	+3,190	New	+$220K	0.06%	225

Other funds holding HELO

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWA

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

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

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

SFC

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

Atlas Brown's HELO Position: Q3 2026 in Review

Atlas Brown opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 3,190 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

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

Atlas Brown held 3,190 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $221K as of Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Atlas Brown position in Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Atlas Brown's portfolio in Q3 2026, its #225 holding.
57 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.