Financial Management Professionals’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Financial Management Professionals’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	$4.94M	Buy	73,079 +5,172	+8%	+$347K	0.47%	29
2026 Q1	$4.34M	Buy	67,907 +4,600	+7%	+$305K	0.49%	25
2025 Q4	$4.21M	Buy	63,307 +382	+0.6%	+$25.1K	0.43%	29
2025 Q3	$4.09M	Sell	62,925 -381	-0.6%	-$24.3K	0.43%	29
2025 Q2	$3.96M	Sell	63,306 -1,419	-2%	-$85.6K	0.45%	28
2025 Q1	$3.86M	Buy	64,725 +21,597	+50%	+$1.34M	0.49%	26
2024 Q4	$2.68M	Sell	43,128 -112	-0.3%	-$6.97K	0.34%	39
2024 Q3	$2.64M	Buy	43,240 +3,447	+9%	+$204K	0.33%	40
2024 Q2	$2.33M	Buy	39,793 +31,491	+379%	+$1.78M	0.32%	38
2024 Q1	$465K	Buy	+8,302	New	+$452K	0.07%	88

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

Financial Management Professionals's HELO Position: Q2 2026 in Review

Financial Management Professionals increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.6% in Q2 2026, buying an estimated $347K and bringing the position to 73,079 shares worth $4.94M. The position accounts for 0.47% of the portfolio, ranked #29.

Financial Management Professionals first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Financial Management Professionals held 73,079 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.94M as of Q2 2026.
Financial Management Professionals bought 5,172 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $347K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.47% of Financial Management Professionals's portfolio in Q2 2026, its #29 holding.
Financial Management Professionals first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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