Farther Finance Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Farther Finance Advisors’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 Q3	$1.27M	Buy	18,293 +3,999	+28%	+$276K	0.01%	1006
2026 Q2	$966K	Buy	14,294 +116	+0.8%	+$7.79K	0.01%	1125
2026 Q1	$909K	Buy	14,178 +1,931	+16%	+$128K	0.01%	1028
2025 Q4	$814K	Sell	12,247 -1,127	-8%	-$74K	0.01%	1011
2025 Q3	$869K	Buy	13,374 +1,376	+11%	+$87.9K	0.01%	794
2025 Q2	$751K	Sell	11,998 -17,472	-59%	-$1.05M	0.02%	718
2025 Q1	$1.76M	Buy	+29,470	New	+$1.83M	0.04%	332

Other funds holding HELO

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Farther Finance Advisors's HELO Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 28% in Q3 2026, buying an estimated $276K and bringing the position to 18,293 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1006.

Farther Finance Advisors first reported a position in HELO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2025. 34 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Farther Finance Advisors held 18,293 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.27M as of Q3 2026.
Farther Finance Advisors bought 3,999 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $276K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1006 holding.
Farther Finance Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.76M in Q1 2025.
34 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.