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 Q2	$1.39M	Sell	20,569 -530	-3%	-$35.6K	0.13%	89
2026 Q1	$1.35M	Buy	21,099 +2,328	+12%	+$154K	0.15%	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

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

Bedel Financial Consulting's HELO Position: Q2 2026 in Review

Bedel Financial Consulting reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.5% in Q2 2026, selling an estimated $35.6K and leaving 20,569 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #89.

Bedel Financial Consulting first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Bedel Financial Consulting held 20,569 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.39M as of Q2 2026.
Bedel Financial Consulting sold 530 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $35.6K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.13% of Bedel Financial Consulting's portfolio in Q2 2026, its #89 holding.
Bedel Financial Consulting first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.