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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
Q3 		$4.36M Sell
63,043
-274
-0.4% -$18.9K 0.35% 54
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

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Cooper Financial Group's HELO Position: Q3 2026 in Review

Cooper Financial Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.43% in Q3 2026, selling an estimated $18.9K and leaving 63,043 shares worth $4.36M. The position accounts for 0.35% of the portfolio, ranked #54.

Cooper Financial Group first reported a position in HELO in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.66M in Q3 2025. 18 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Cooper Financial Group held 63,043 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.36M as of Q3 2026.
  • Cooper Financial Group sold 274 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $18.9K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.35% of Cooper Financial Group's portfolio in Q3 2026, its #54 holding.
  • Cooper Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 12 quarters since.
  • Cooper Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $6.66M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.