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

Fulton 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	$1.8M	Sell	26,606 -603	-2%	-$40.5K	0.05%	233
2026 Q1	$1.74M	Buy	27,209 +7,935	+41%	+$525K	0.06%	213
2025 Q4	$1.28M	Buy	19,274 +4,778	+33%	+$314K	0.04%	257
2025 Q3	$942K	Buy	14,496 +4,885	+51%	+$312K	0.03%	301
2025 Q2	$601K	Buy	9,611 +1,920	+25%	+$116K	0.02%	388
2025 Q1	$459K	Buy	+7,691	New	+$477K	0.02%	429

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

Fulton Bank's HELO Position: Q2 2026 in Review

Fulton Bank reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.2% in Q2 2026, selling an estimated $40.5K and leaving 26,606 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #233.

Fulton Bank first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Fulton Bank held 26,606 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.8M as of Q2 2026.
Fulton Bank sold 603 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $40.5K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Fulton Bank's portfolio in Q2 2026, its #233 holding.
Fulton Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.