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

Cooper Financial Group’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	$4.28M	Sell	63,317 -28,291	-31%	-$1.9M	0.35%	53
2026 Q1	$5.85M	Buy	91,608 +6,610	+8%	+$438K	0.59%	33
2025 Q4	$5.65M	Sell	84,998 -17,425	-17%	-$1.14M	0.6%	31
2025 Q3	$6.66M	Buy	102,423 +1,371	+1%	+$87.6K	0.74%	28
2025 Q2	$6.32M	Sell	101,052 -9,128	-8%	-$551K	0.74%	28
2025 Q1	$6.58M	Buy	110,180 +13,989	+15%	+$867K	0.87%	25
2024 Q4	$5.97M	Buy	96,191 +23,579	+32%	+$1.47M	0.72%	28
2024 Q3	$4.44M	Buy	72,612 +56,099	+340%	+$3.32M	0.58%	33
2024 Q2	$967K	Buy	16,513 +8,391	+103%	+$475K	0.14%	130
2024 Q1	$455K	Buy	8,122 +1,068	+15%	+$58.2K	0.07%	231
2023 Q4	$373K	Buy	+7,054	New	+$361K	0.07%	247

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

Cooper Financial Group's HELO Position: Q2 2026 in Review

Cooper Financial Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 31% in Q2 2026, selling an estimated $1.9M and leaving 63,317 shares worth $4.28M. The position accounts for 0.35% of the portfolio, ranked #53.

Cooper Financial Group first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.66M in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Cooper Financial Group held 63,317 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.28M as of Q2 2026.
Cooper Financial Group sold 28,291 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.9M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.35% of Cooper Financial Group's portfolio in Q2 2026, its #53 holding.
Cooper Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
Cooper Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $6.66M in Q3 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.