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

Cahill 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 Q2	$469K	Buy	6,943 +8	+0.1%	+$537	0.05%	190
2026 Q1	$443K	Sell	6,935 -3,444	-33%	-$228K	0.05%	192
2025 Q4	$689K	Sell	10,379 -7,789	-43%	-$511K	0.08%	151
2025 Q3	$1.18M	Sell	18,168 -5,431	-23%	-$347K	0.13%	111
2025 Q2	$1.48M	Sell	23,599 -2,826	-11%	-$171K	0.18%	87
2025 Q1	$1.58M	Buy	26,425 +1,949	+8%	+$121K	0.21%	82
2024 Q4	$1.52M	Buy	24,476 +4,229	+21%	+$263K	0.21%	83
2024 Q3	$1.24M	Buy	20,247 +7,405	+58%	+$439K	0.17%	96
2024 Q2	$752K	Buy	+12,842	New	+$727K	0.1%	146

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

Cahill Financial Advisors's HELO Position: Q2 2026 in Review

Cahill Financial Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.12% in Q2 2026, buying an estimated $537 and bringing the position to 6,943 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #190.

Cahill Financial Advisors first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Cahill Financial Advisors held 6,943 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $469K as of Q2 2026.
Cahill Financial Advisors bought 8 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $537.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #190 holding.
Cahill Financial Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Cahill Financial Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.58M in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.