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

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

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

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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return