Ehrlich Financial Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ehrlich Financial Group’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	$770K	Sell	11,388 -959	-8%	-$64.4K	0.4%	58
2026 Q1	$789K	Buy	12,347 +3,532	+40%	+$234K	0.45%	57
2025 Q4	$586K	Buy	8,815 +1,703	+24%	+$112K	0.33%	65
2025 Q3	$462K	Buy	7,112 +2,348	+49%	+$150K	0.27%	69
2025 Q2	$298K	Buy	4,764 +1,012	+27%	+$61.1K	0.19%	83
2025 Q1	$224K	Buy	+3,752	New	+$233K	0.16%	92

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Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return