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

Creative Planning’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 Q1	$340K	Sell	5,319 -849	-14%	-$56.2K	﹤0.01%	3329
2025 Q4	$410K	Buy	6,168 +1,672	+37%	+$110K	﹤0.01%	3012
2025 Q3	$292K	Buy	4,496 +513	+13%	+$32.8K	﹤0.01%	3168
2025 Q2	$249K	Sell	3,983 -84	-2%	-$5.07K	﹤0.01%	3057
2025 Q1	$243K	Buy	+4,067	New	+$252K	﹤0.01%	2912

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Creative Planning's HELO Position: Q1 2026 in Review

Creative Planning reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 14% in Q1 2026, selling an estimated $56.2K and leaving 5,319 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Creative Planning first reported a position in HELO in Q1 2025 and has held it in 5 quarters since. The position peaked at $410K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Creative Planning held 5,319 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $340K as of Q1 2026.
Creative Planning sold 849 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $56.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3329 holding.
Creative Planning first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 5 quarters since.
Creative Planning's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $410K in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.