Campbell Deegan Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Campbell Deegan 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 Q2	$18.7M	Buy	277,002 +12,065	+5%	+$810K	13.27%	4
2026 Q1	$16.9M	Buy	264,937 +11,124	+4%	+$737K	13.55%	4
2025 Q4	$16.9M	Buy	253,813 +22,729	+10%	+$1.49M	13.61%	4
2025 Q3	$15M	Buy	231,084 +40,296	+21%	+$2.57M	13.41%	4
2025 Q2	$11.9M	Buy	190,788 +79,080	+71%	+$4.77M	11.76%	4
2025 Q1	$6.67M	Buy	111,708 +45,503	+69%	+$2.82M	7.67%	4
2024 Q4	$4.11M	Buy	+66,205	New	+$4.12M	4.93%	5

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

Campbell Deegan Wealth Management's HELO Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.6% in Q2 2026, buying an estimated $810K and bringing the position to 277,002 shares worth $18.7M. The position accounts for 13.27% of the portfolio, ranked #4.

Campbell Deegan Wealth Management first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Campbell Deegan Wealth Management held 277,002 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $18.7M as of Q2 2026.
Campbell Deegan Wealth Management bought 12,065 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $810K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 13.27% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #4 holding.
Campbell Deegan Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.