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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Ignite Planners's HELO Position: Q1 2026 in Review

Ignite Planners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 17% in Q1 2026, selling an estimated $56.8K and leaving 4,071 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #345.

Ignite Planners first reported a position in HELO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2023. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Ignite Planners held 4,071 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $260K as of Q1 2026.
Ignite Planners sold 857 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $56.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Ignite Planners's portfolio in Q1 2026, its #345 holding.
Ignite Planners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and has held it in 11 quarters since.
Ignite Planners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.86M in Q3 2023.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.