Ignite Planners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ignite Planners’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	$311K	Buy	4,504 +428	+11%	+$29.5K	0.04%	348
2026 Q2	$275K	Buy	4,076 +5	+0.1%	+$336	0.04%	357
2026 Q1	$260K	Sell	4,071 -857	-17%	-$56.8K	0.04%	345
2025 Q4	$330K	Sell	4,928 -376	-7%	-$24.7K	0.05%	312
2025 Q3	$345K	Sell	5,304 -1,107	-17%	-$70.7K	0.06%	275
2025 Q2	$406K	Sell	6,411 -1,251	-16%	-$75.5K	0.07%	245
2025 Q1	$456K	Sell	7,662 -2,287	-23%	-$142K	0.09%	214
2024 Q4	$621K	Sell	9,949 -45	-0.5%	-$2.8K	0.14%	143
2024 Q3	$611K	Sell	9,994 -3,611	-27%	-$214K	0.14%	145
2024 Q2	$802K	Sell	13,605 -1,113	-8%	-$63K	0.2%	110
2024 Q1	$822K	Sell	14,718 -13,538	-48%	-$737K	0.23%	97
2023 Q4	$1.49M	Sell	28,256 -9,200	-25%	-$471K	0.44%	60
2023 Q3	$1.86M	Buy	+37,456	New	+$1.87M	0.57%	39

Other funds holding HELO

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Ignite Planners's HELO Position: Q3 2026 in Review

Ignite Planners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q3 2026, buying an estimated $29.5K and bringing the position to 4,504 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #348.

Ignite Planners first reported a position in HELO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q3 2023. 124 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Ignite Planners held 4,504 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $311K as of Q3 2026.
Ignite Planners bought 428 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $29.5K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Ignite Planners's portfolio in Q3 2026, its #348 holding.
Ignite Planners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and has held it in 13 quarters since.
Ignite Planners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.86M in Q3 2023.
124 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.