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 Q3	$2M	Buy	28,857 +2,251	+8%	+$155K	0.06%	219
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 $468B AUM 17.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Fulton Bank's HELO Position: Q3 2026 in Review

Fulton Bank increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.5% in Q3 2026, buying an estimated $155K and bringing the position to 28,857 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #219.

Fulton Bank first reported a position in HELO in Q1 2025 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Fulton Bank held 28,857 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2M as of Q3 2026.
Fulton Bank bought 2,251 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $155K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Fulton Bank's portfolio in Q3 2026, its #219 holding.
Fulton Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.