Baker Tilly Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Baker Tilly Wealth Management’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	$1.2M	Buy	17,299 +1,844	+12%	+$127K	0.23%	73
2026 Q2	$1.04M	Hold	15,455	–	–	0.22%	84
2026 Q1	$988K	Hold	15,455	–	–	0.24%	83
2025 Q4	$1.03M	Hold	15,455	–	–	0.25%	79
2025 Q3	$1M	Buy	15,455 +2,995	+24%	+$191K	0.23%	88
2025 Q2	$780K	Buy	12,460 +5,602	+82%	+$338K	0.28%	81
2025 Q1	$409K	Buy	+6,858	New	+$425K	0.16%	142

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

Baker Tilly Wealth Management's HELO Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q3 2026, buying an estimated $127K and bringing the position to 17,299 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #73.

Baker Tilly Wealth Management first reported a position in HELO in Q1 2025 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Baker Tilly Wealth Management held 17,299 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.2M as of Q3 2026.
Baker Tilly Wealth Management bought 1,844 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $127K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.23% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #73 holding.
Baker Tilly Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.