Brown Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Brown Financial Advisors’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	-24,312	Closed	-$1.62M	–	210
2025 Q4	$1.62M	Sell	24,312 -31,459	-56%	-$2.07M	0.59%	59
2025 Q3	$3.63M	Sell	55,771 -497	-0.9%	-$31.7K	1.34%	18
2025 Q2	$3.52M	Sell	56,268 -1,405	-2%	-$84.8K	1.37%	20
2025 Q1	$3.44M	Sell	57,673 -37,167	-39%	-$2.3M	1.42%	21
2024 Q4	$5.88M	Sell	94,840 -34,522	-27%	-$2.15M	2.36%	8
2024 Q3	$7.91M	Buy	129,362 +53,369	+70%	+$3.16M	3.26%	5
2024 Q2	$4.45M	Buy	+75,993	New	+$4.3M	1.99%	7

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

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

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

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

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

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

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

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

CFS

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

Brown Financial Advisors's HELO Position: Q1 2026 in Review

Brown Financial Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 24,312 shares — an estimated $1.62M sold.

Brown Financial Advisors first reported a position in HELO in Q2 2024 and held it in 7 quarters. The position peaked at $7.91M in Q3 2024. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Brown Financial Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Brown Financial Advisors sold 24,312 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.62M.
Brown Financial Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 7 quarters.
Brown Financial Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.91M in Q3 2024.
386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.