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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

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

Gallagher Fiduciary Advisors's HELO Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6.9% in Q1 2026, buying an estimated $45.2K and bringing the position to 10,582 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #116.

Gallagher Fiduciary Advisors first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Gallagher Fiduciary Advisors held 10,582 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $676K as of Q1 2026.
Gallagher Fiduciary Advisors bought 683 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $45.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #116 holding.
Gallagher Fiduciary Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.