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 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

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

Ignite Planners's HELO Position: Q2 2026 in Review

Ignite Planners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.12% in Q2 2026, buying an estimated $336 and bringing the position to 4,076 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #357.

Ignite Planners first reported a position in HELO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q3 2023. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Ignite Planners held 4,076 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $275K as of Q2 2026.
Ignite Planners bought 5 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $336.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Ignite Planners's portfolio in Q2 2026, its #357 holding.
Ignite Planners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and has held it in 12 quarters since.
Ignite Planners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.86M in Q3 2023.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.