First PREMIER Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

First PREMIER Bank’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	$887K	Buy	13,127 +1,368	+12%	+$91.9K	0.14%	94
2026 Q1	$752K	Buy	11,759 +4,362	+59%	+$289K	0.17%	98
2025 Q4	$492K	Buy	7,397 +954	+15%	+$62.6K	0.11%	115
2025 Q3	$419K	Buy	6,443 +1,546	+32%	+$98.7K	0.1%	123
2025 Q2	$306K	Buy	4,897 +1,897	+63%	+$114K	0.07%	131
2025 Q1	$179K	Buy	3,000 +2,500	+500%	+$155K	0.05%	152
2024 Q4	$31K	Buy	500 +150	+43%	+$9.34K	0.01%	241
2024 Q3	$21K	Buy	+350	New	+$20.7K	0.01%	289

Other funds holding HELO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AWM

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

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

OFS

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

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

SFC

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

First PREMIER Bank's HELO Position: Q2 2026 in Review

First PREMIER Bank increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q2 2026, buying an estimated $91.9K and bringing the position to 13,127 shares worth $887K. The position accounts for 0.14% of the portfolio, ranked #94.

First PREMIER Bank first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

First PREMIER Bank held 13,127 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $887K as of Q2 2026.
First PREMIER Bank bought 1,368 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $91.9K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.14% of First PREMIER Bank's portfolio in Q2 2026, its #94 holding.
First PREMIER Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on First PREMIER Bank's 13F filing for Q2 2026, filed 15 Jul 2026.