IFG Advisory’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

IFG Advisory’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	$47.4K	Buy	+702	New	+$47.1K	﹤0.01%	1350
2026 Q1	–	Sell	-4,149	Closed	-$276K	–	563
2025 Q4	$276K	Sell	4,149 -539	-11%	-$35.4K	0.01%	656
2025 Q3	$305K	Sell	4,688 -23,048	-83%	-$1.47M	0.01%	634
2025 Q2	$1.74M	Buy	+27,736	New	+$1.67M	0.09%	246

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

IFG Advisory's HELO Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 702 shares worth $47.4K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings. This is a return to the name: IFG Advisory previously reported a position in HELO as recently as Q4 2025.

IFG Advisory first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

IFG Advisory held 702 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $47.4K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new IFG Advisory position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1350 holding.
IFG Advisory first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
IFG Advisory's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.74M in Q2 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.