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CoreCap Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

CoreCap Advisors’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 		$550K Buy
8,145
+2,158
+36% +$145K 0.02% 519
2026
Q1 		$383K Buy
5,987
+726
+14% +$48.1K 0.01% 578
2025
Q4 		$349K Buy
5,261
+670
+15% +$44K 0.01% 614
2025
Q3 		$298K Buy
4,591
+1,242
+37% +$79.3K 0.01% 677
2025
Q2 		$210K Buy
3,349
+1,103
+49% +$66.6K 0.01% 730
2025
Q1 		$134K Buy
2,246
+1,995
+795% +$124K 0.01% 790
2024
Q4 		$15.6K Buy
+251
New +$15.6K ﹤0.01% 1621
2024
Q2 		– Sell
-375
Closed -$21K – 2017
2024
Q1 		$21K Buy
+375
New +$20.4K ﹤0.01% 1463

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

CoreCap Advisors's HELO Position: Q2 2026 in Review

CoreCap Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 36% in Q2 2026, buying an estimated $145K and bringing the position to 8,145 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #519.

CoreCap Advisors first reported a position in HELO in Q1 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • CoreCap Advisors held 8,145 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $550K as of Q2 2026.
  • CoreCap Advisors bought 2,158 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $145K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #519 holding.
  • CoreCap Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.