Clear Creek Financial Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Clear Creek Financial 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 Q2	$2.78M	Sell	41,083 -4,767	-10%	-$320K	0.18%	129
2026 Q1	$2.93M	Buy	45,850 +428	+0.9%	+$28.3K	0.22%	103
2025 Q4	$3.02M	Sell	45,422 -21,852	-32%	-$1.43M	0.25%	95
2025 Q3	$4.37M	Buy	67,274 +1,043	+2%	+$66.6K	0.38%	55
2025 Q2	$4.14M	Buy	66,231 +916	+1%	+$55.3K	0.39%	52
2025 Q1	$3.9M	Buy	65,315 +23,873	+58%	+$1.48M	0.4%	51
2024 Q4	$2.57M	Buy	41,442 +21,310	+106%	+$1.33M	0.28%	77
2024 Q3	$1.23M	Buy	20,132 +8,365	+71%	+$496K	0.14%	145
2024 Q2	$689K	Buy	+11,767	New	+$666K	0.08%	207

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 $67.3B AUM 21.9% 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 22.9% 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

Clear Creek Financial Management's HELO Position: Q2 2026 in Review

Clear Creek Financial Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 10% in Q2 2026, selling an estimated $320K and leaving 41,083 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #129.

Clear Creek Financial Management first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.37M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Clear Creek Financial Management held 41,083 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.78M as of Q2 2026.
Clear Creek Financial Management sold 4,767 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $320K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.18% of Clear Creek Financial Management's portfolio in Q2 2026, its #129 holding.
Clear Creek Financial Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Clear Creek Financial Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.37M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.