Coppell Advisory Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Coppell Advisory Solutions’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	$96	Buy	+57,923	New	+$3.89M	﹤0.01%	548
2026 Q1	–	Sell	-58,064	Closed	-$3.88M	–	171
2025 Q4	$3.88M	Buy	58,064 +3,599	+7%	+$236K	0.38%	47
2025 Q3	$3.54M	Buy	54,465 +4,696	+9%	+$300K	0.38%	50
2025 Q2	$3.11M	Buy	49,769 +39,376	+379%	+$2.38M	0.37%	49
2025 Q1	$557K	Sell	10,393 -42,667	-80%	-$2.65M	0.08%	199
2024 Q4	$3.3M	Buy	53,060 +7,629	+17%	+$475K	0.46%	38
2024 Q3	$2.77M	Buy	45,431 +4,111	+10%	+$244K	0.41%	51
2024 Q2	$2.42M	Buy	+41,320	New	+$2.34M	0.4%	54

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

Coppell Advisory Solutions's HELO Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 57,923 shares worth $96. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in HELO as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.88M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Coppell Advisory Solutions held 57,923 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $96 as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Coppell Advisory Solutions position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #548 holding.
Coppell Advisory Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
Coppell Advisory Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.88M in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.