Capital Advisors Ltd’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital Advisors Ltd’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	$102K	Hold	1,507	–	–	0.01%	388
2026 Q1	$96K	Hold	1,507	–	–	0.01%	386
2025 Q4	$100K	Hold	1,507	–	–	0.01%	368
2025 Q3	$98K	Hold	1,507	–	–	0.01%	370
2025 Q2	$94K	Hold	1,507	–	–	0.01%	356
2025 Q1	$90K	Hold	1,507	–	–	0.01%	358
2024 Q4	$93K	Hold	1,507	–	–	0.01%	350
2024 Q3	$92K	Hold	1,507	–	–	0.01%	355
2024 Q2	$88K	Hold	1,507	–	–	0.01%	347
2024 Q1	$84K	Buy	1,507 +550	+57%	+$29.9K	0.01%	361
2023 Q4	$51K	Buy	+957	New	+$49K	0.01%	414

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

Capital Advisors Ltd's HELO Position: Q2 2026 in Review

Capital Advisors Ltd held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 1,507 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #388.

Capital Advisors Ltd first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Capital Advisors Ltd held 1,507 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $102K as of Q2 2026.
Capital Advisors Ltd left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #388 holding.
Capital Advisors Ltd first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.