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 Q2	$439K	Buy	6,493 +1,174	+22%	+$78.8K	﹤0.01%	3291
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 $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

Creative Planning's HELO Position: Q2 2026 in Review

Creative Planning increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 22% in Q2 2026, buying an estimated $78.8K and bringing the position to 6,493 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Creative Planning first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Creative Planning held 6,493 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $439K as of Q2 2026.
Creative Planning bought 1,174 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $78.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3291 holding.
Creative Planning first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.