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Gilpin Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Gilpin Wealth Management’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 		$117K Buy
1,691
+118
+8% +$8.13K 0.08% 176
2026
Q2 		$106K Buy
1,573
+57
+4% +$3.83K 0.07% 178
2026
Q1 		$96.9K Buy
1,516
+1,000
+194% +$66.2K 0.08% 169
2025
Q4 		$34.3K Buy
+516
New +$33.9K 0.03% 206

Other funds holding HELO

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Gilpin Wealth Management's HELO Position: Q3 2026 in Review

Gilpin Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.5% in Q3 2026, buying an estimated $8.13K and bringing the position to 1,691 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #176.

Gilpin Wealth Management first reported a position in HELO in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Gilpin Wealth Management held 1,691 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $117K as of Q3 2026.
  • Gilpin Wealth Management bought 118 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $8.13K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Gilpin Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.