Gallagher Fiduciary Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Gallagher Fiduciary Advisors’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	$360K	Sell	5,322 -5,260	-50%	-$353K	0.01%	270
2026 Q1	$676K	Buy	10,582 +683	+7%	+$45.2K	0.03%	116
2025 Q4	$658K	Buy	9,899 +1,708	+21%	+$112K	0.02%	147
2025 Q3	$532K	Buy	8,191 +1,755	+27%	+$112K	0.02%	151
2025 Q2	$403K	Buy	+6,436	New	+$388K	0.02%	206

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

Gallagher Fiduciary Advisors's HELO Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 50% in Q2 2026, selling an estimated $353K and leaving 5,322 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #270.

Gallagher Fiduciary Advisors first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $676K in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Gallagher Fiduciary Advisors held 5,322 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $360K as of Q2 2026.
Gallagher Fiduciary Advisors sold 5,260 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $353K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #270 holding.
Gallagher Fiduciary Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
Gallagher Fiduciary Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $676K in Q1 2026.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.