Cedar Mountain Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cedar Mountain 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 Q3	–	Sell	-2,955	Closed	-$200K	–	1195
2026 Q2	$200K	Hold	2,955	–	–	0.03%	75
2026 Q1	$189K	Hold	2,955	–	–	0.04%	67
2025 Q4	$196K	Hold	2,955	–	–	0.04%	64
2025 Q3	$192K	Hold	2,955	–	–	0.04%	65
2025 Q2	$185K	Hold	2,955	–	–	0.04%	59
2025 Q1	$176K	Sell	2,955 -791	-21%	-$49K	0.04%	57
2024 Q4	$232K	Buy	+3,746	New	+$233K	0.05%	54

Other funds holding HELO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Cedar Mountain Advisors's HELO Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026, closing a stake of 2,955 shares — an estimated $200K sold.

Cedar Mountain Advisors first reported a position in HELO in Q4 2024 and held it in 7 quarters. The position peaked at $232K in Q4 2024. 278 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Cedar Mountain Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2026 after selling out during the quarter.
Cedar Mountain Advisors sold 2,955 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $200K.
Cedar Mountain Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 7 quarters.
Cedar Mountain Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $232K in Q4 2024.
278 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.