Capital Investment Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital Investment Advisory Services’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	$5.49M	Buy	81,209 +12,199	+18%	+$819K	0.34%	67
2026 Q1	$4.41M	Buy	69,010 +24,642	+56%	+$1.63M	0.32%	71
2025 Q4	$2.95M	Buy	44,368 +23,032	+108%	+$1.51M	0.21%	111
2025 Q3	$1.39M	Buy	21,336 +17,446	+448%	+$1.11M	0.11%	192
2025 Q2	$243K	Buy	+3,890	New	+$235K	0.02%	504

Other funds holding HELO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Capital Investment Advisory Services's HELO Position: Q2 2026 in Review

Capital Investment Advisory Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 18% in Q2 2026, buying an estimated $819K and bringing the position to 81,209 shares worth $5.49M. The position accounts for 0.34% of the portfolio, ranked #67.

Capital Investment Advisory Services first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Capital Investment Advisory Services held 81,209 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.49M as of Q2 2026.
Capital Investment Advisory Services bought 12,199 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $819K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.34% of Capital Investment Advisory Services's portfolio in Q2 2026, its #67 holding.
Capital Investment Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.