Centaurus Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Centaurus Financial’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	$126K	Hold	1,870	–	–	﹤0.01%	1024
2026 Q1	$120K	Hold	1,870	–	–	0.01%	978
2025 Q4	$124K	Hold	1,870	–	–	0.01%	957
2025 Q3	$122K	Hold	1,870	–	–	0.01%	961
2025 Q2	$117K	Sell	1,870 -854	-31%	-$51.5K	0.01%	895
2025 Q1	$163K	Hold	2,724	–	–	0.01%	738
2024 Q4	$169K	Hold	2,724	–	–	0.01%	706
2024 Q3	$167K	Hold	2,724	–	–	0.01%	683
2024 Q2	$159K	Buy	2,724 +904	+50%	+$51.2K	0.01%	662
2024 Q1	$102K	Buy	+1,820	New	+$99.1K	0.01%	759

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

Centaurus Financial's HELO Position: Q2 2026 in Review

Centaurus Financial held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 1,870 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Centaurus Financial first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $169K in Q4 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Centaurus Financial held 1,870 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $126K as of Q2 2026.
Centaurus Financial 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 Centaurus Financial's portfolio in Q2 2026, its #1024 holding.
Centaurus Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Centaurus Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $169K in Q4 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.