Family Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Family Capital Management’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	$1.69M	Sell	25,031 -24,413	-49%	-$1.64M	0.66%	32
2026 Q1	$3.16M	Buy	49,444 +12,318	+33%	+$816K	1.41%	23
2025 Q4	$2.47M	Buy	37,126 +20,992	+130%	+$1.38M	1.1%	24
2025 Q3	$1.05M	Buy	16,134 +1,810	+13%	+$116K	0.5%	42
2025 Q2	$896K	Buy	+14,324	New	+$864K	0.47%	42

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

Family Capital Management's HELO Position: Q2 2026 in Review

Family Capital Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 49% in Q2 2026, selling an estimated $1.64M and leaving 25,031 shares worth $1.69M. The position accounts for 0.66% of the portfolio, ranked #32.

Family Capital Management first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.16M in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Family Capital Management held 25,031 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.69M as of Q2 2026.
Family Capital Management sold 24,413 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.64M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.66% of Family Capital Management's portfolio in Q2 2026, its #32 holding.
Family Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
Family Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.16M in Q1 2026.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.