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

Firestone 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	$4.85M	Buy	71,837 +6,042	+9%	+$406K	0.9%	26
2026 Q1	$4.2M	Buy	65,795 +6,377	+11%	+$422K	0.88%	28
2025 Q4	$3.95M	Buy	59,418 +1,422	+2%	+$93.4K	0.84%	27
2025 Q3	$3.77M	Sell	57,996 -1,644	-3%	-$105K	0.81%	28
2025 Q2	$3.73M	Buy	59,640 +3,156	+6%	+$190K	0.88%	27
2025 Q1	$3.37M	Buy	56,484 +15,682	+38%	+$972K	0.88%	24
2024 Q4	$2.53M	Buy	40,802 +24,433	+149%	+$1.52M	0.63%	33
2024 Q3	$1M	Buy	16,369 +10,784	+193%	+$639K	0.25%	56
2024 Q2	$327K	Buy	+5,585	New	+$316K	0.09%	101

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

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

Firestone Capital Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.2% in Q2 2026, buying an estimated $406K and bringing the position to 71,837 shares worth $4.85M. The position accounts for 0.9% of the portfolio, ranked #26.

Firestone Capital Management first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Firestone Capital Management held 71,837 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.85M as of Q2 2026.
Firestone Capital Management bought 6,042 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $406K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.9% of Firestone Capital Management's portfolio in Q2 2026, its #26 holding.
Firestone Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.