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

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

Ehrlich Financial Group's HELO Position: Q2 2026 in Review

Ehrlich Financial Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.8% in Q2 2026, selling an estimated $64.4K and leaving 11,388 shares worth $770K. The position accounts for 0.4% of the portfolio, ranked #58.

Ehrlich Financial Group first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $789K in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Ehrlich Financial Group held 11,388 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $770K as of Q2 2026.
Ehrlich Financial Group sold 959 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $64.4K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.4% of Ehrlich Financial Group's portfolio in Q2 2026, its #58 holding.
Ehrlich Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
Ehrlich Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $789K in Q1 2026.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.