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

Bright Futures 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 Q1	–	Sell	-27,777	Closed	-$1.85M	–	197
2025 Q4	$1.85M	Sell	27,777 -9,546	-26%	-$627K	1.37%	19
2025 Q3	$2.43M	Buy	+37,323	New	+$2.38M	1.9%	12
2025 Q1	$2.75M	Sell	47,643 -3,436	-7%	-$213K	3.01%	4
2024 Q4	$3.22M	Buy	+51,079	New	+$3.18M	2.86%	5

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Bright Futures Wealth Management's HELO Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 27,777 shares — an estimated $1.85M sold.

Bright Futures Wealth Management first reported a position in HELO in Q4 2024 and held it in 4 quarters. The position peaked at $3.22M in Q4 2024. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Bright Futures Wealth Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Bright Futures Wealth Management sold 27,777 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.85M.
Bright Futures Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 4 quarters.
Bright Futures Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.22M in Q4 2024.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.