Curtis Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
Other funds holding HELO
Curtis Advisory Group's HELO Position: Q3 2026 in Review
Curtis Advisory Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.6% in Q3 2026, buying an estimated $480K and bringing the position to 158,235 shares worth $10.9M. The position accounts for 2.04% of the portfolio, ranked #10.
Curtis Advisory Group first reported a position in HELO in Q4 2023 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold HELO as of Q3 2026.
- Curtis Advisory Group held 158,235 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.9M as of Q3 2026.
- Curtis Advisory Group bought 6,963 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $480K.
- JPMorgan Hedged Equity Laddered Overlay ETF made up 2.04% of Curtis Advisory Group's portfolio in Q3 2026, its #10 holding.
- Curtis Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 12 quarters since.
- 362 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.
Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.