Curtis Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
Other funds holding HELO
FMWA
Curtis Advisory Group's HELO Position: Q2 2026 in Review
Curtis Advisory Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1% in Q2 2026, buying an estimated $104K and bringing the position to 151,272 shares worth $10.2M. The position accounts for 1.99% of the portfolio, ranked #11.
Curtis Advisory Group first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.
- Curtis Advisory Group held 151,272 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.2M as of Q2 2026.
- Curtis Advisory Group bought 1,551 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $104K.
- JPMorgan Hedged Equity Laddered Overlay ETF made up 1.99% of Curtis Advisory Group's portfolio in Q2 2026, its #11 holding.
- Curtis Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
- 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.
Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.