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

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

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

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

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. 79 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.
79 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.