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 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 $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

Campbell Deegan Wealth Management's HELO Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.4% in Q1 2026, buying an estimated $737K and bringing the position to 264,937 shares worth $16.9M. The position accounts for 13.55% of the portfolio, ranked #4.

Campbell Deegan Wealth Management first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Campbell Deegan Wealth Management held 264,937 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $16.9M as of Q1 2026.
Campbell Deegan Wealth Management bought 11,124 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $737K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 13.55% of Campbell Deegan Wealth Management's portfolio in Q1 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 6 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.