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

IFP 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	$1.9M	Buy	28,075 +54	+0.2%	+$3.63K	0.03%	502
2026 Q1	$1.79M	Buy	28,021 +921	+3%	+$61K	0.04%	493
2025 Q4	$1.8M	Buy	27,100 +850	+3%	+$55.8K	0.04%	445
2025 Q3	$1.71M	Buy	26,250 +2,799	+12%	+$179K	0.04%	419
2025 Q2	$1.47M	Buy	23,451 +16,954	+261%	+$1.02M	0.04%	451
2025 Q1	$388K	Buy	6,497 +3,022	+87%	+$187K	0.01%	860
2024 Q4	$216K	Buy	3,475 +3,146	+956%	+$196K	0.01%	1098
2024 Q3	$20.1K	Buy	+329	New	+$19.5K	﹤0.01%	2143

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

IFP Advisors's HELO Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.19% in Q2 2026, buying an estimated $3.63K and bringing the position to 28,075 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #502.

IFP Advisors first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

IFP Advisors held 28,075 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.9M as of Q2 2026.
IFP Advisors bought 54 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $3.63K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #502 holding.
IFP Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.