BFC
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Bedel Financial Consulting’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bedel Financial Consulting’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 		$1.35M Buy
21,099
+2,328
+12% +$154K 0.16% 82
2025
Q4 		$1.25M Sell
18,771
-330
-2% -$21.7K 0.13% 87
2025
Q3 		$1.24M Buy
19,101
+38
+0.2% +$2.43K 0.16% 88
2025
Q2 		$1.19M Sell
19,063
-376
-2% -$22.7K 0.16% 85
2025
Q1 		$1.16M Buy
19,439
+634
+3% +$39.3K 0.17% 80
2024
Q4 		$1.18M Buy
18,805
+3,343
+22% +$208K 0.16% 85
2024
Q3 		$945K Buy
15,462
+1,993
+15% +$118K 0.13% 88
2024
Q2 		$789K Buy
13,469
+4,465
+50% +$253K 0.12% 92
2024
Q1 		$504K Buy
+9,004
New +$490K 0.08% 131

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Osaic Holdings
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Wealth Enhancement Advisory Services
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Cetera Investment Advisers
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CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return