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

Comprehensive Financial Planning’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	$19.5K	Sell	288 -14	-5%	-$940	0.01%	245
2026 Q1	$19.3K	Sell	302 -4,508	-94%	-$299K	0.01%	219
2025 Q4	$320K	Sell	4,810 -2,286	-32%	-$150K	0.21%	88
2025 Q3	$461K	Sell	7,096 -207	-3%	-$13.2K	0.32%	70
2025 Q2	$457K	Sell	7,303 -1,605	-18%	-$96.9K	0.36%	65
2025 Q1	$532K	Buy	8,908 +4,570	+105%	+$283K	0.52%	49
2024 Q4	$269K	Buy	+4,338	New	+$270K	0.23%	77

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 22.9% 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

Comprehensive Financial Planning's HELO Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.6% in Q2 2026, selling an estimated $940 and leaving 288 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #245.

Comprehensive Financial Planning first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Comprehensive Financial Planning held 288 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $19.5K as of Q2 2026.
Comprehensive Financial Planning sold 14 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $940.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #245 holding.
Comprehensive Financial Planning first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $532K in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.