Consolidated Planning Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Consolidated Planning Corp’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	$1.29M	Sell	19,066 -11,809	-38%	-$793K	0.17%	73
2026 Q1	$1.97M	Sell	30,875 -306,567	-91%	-$20.3M	0.32%	58
2025 Q4	$22.4M	Buy	337,442 +13,308	+4%	+$874K	2.26%	10
2025 Q3	$21.1M	Buy	324,134 +18,228	+6%	+$1.16M	2.22%	11
2025 Q2	$19.1M	Sell	305,906 -165,128	-35%	-$9.97M	2.4%	7
2025 Q1	$28.1M	Buy	471,034 +23,170	+5%	+$1.44M	3.87%	2
2024 Q4	$27.8M	Buy	447,864 +27,638	+7%	+$1.72M	3.78%	3
2024 Q3	$25.7M	Buy	420,226 +34,224	+9%	+$2.03M	3.82%	4
2024 Q2	$22.6M	Buy	+386,002	New	+$21.9M	3.73%	5

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

Consolidated Planning Corp's HELO Position: Q2 2026 in Review

Consolidated Planning Corp reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 38% in Q2 2026, selling an estimated $793K and leaving 19,066 shares worth $1.29M. The position accounts for 0.17% of the portfolio, ranked #73.

Consolidated Planning Corp first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.1M in Q1 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Consolidated Planning Corp held 19,066 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.29M as of Q2 2026.
Consolidated Planning Corp sold 11,809 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $793K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.17% of Consolidated Planning Corp's portfolio in Q2 2026, its #73 holding.
Consolidated Planning Corp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Consolidated Planning Corp's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $28.1M in Q1 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.