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

BCGM 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 Q2	$430K	Sell	6,363 -166	-3%	-$11.1K	0.09%	121
2026 Q1	$417K	Buy	6,529 +7	+0.1%	+$464	0.1%	119
2025 Q4	$433K	Buy	6,522 +12	+0.2%	+$788	0.11%	114
2025 Q3	$423K	Buy	6,510 +291	+5%	+$18.6K	0.11%	118
2025 Q2	$389K	Buy	6,219 +126	+2%	+$7.6K	0.11%	117
2025 Q1	$364K	Buy	6,093 +267	+5%	+$16.6K	0.11%	116
2024 Q4	$361K	Buy	5,826 +278	+5%	+$17.3K	0.11%	114
2024 Q3	$339K	Buy	+5,548	New	+$329K	0.11%	121

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCGM Wealth Management's HELO Position: Q2 2026 in Review

BCGM Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.5% in Q2 2026, selling an estimated $11.1K and leaving 6,363 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #121.

BCGM Wealth Management first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $433K in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

BCGM Wealth Management held 6,363 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $430K as of Q2 2026.
BCGM Wealth Management sold 166 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $11.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.09% of BCGM Wealth Management's portfolio in Q2 2026, its #121 holding.
BCGM Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
BCGM Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $433K in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.