Lakeridge Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Lakeridge Wealth Management’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	$1.68M	Buy	24,869 +1,996	+9%	+$134K	0.62%	33
2026 Q1	$1.46M	Buy	22,873 +1,982	+9%	+$131K	0.63%	38
2025 Q4	$1.39M	Buy	20,891 +2,439	+13%	+$160K	0.63%	35
2025 Q3	$1.2M	Buy	18,452 +194	+1%	+$12.4K	0.53%	36
2025 Q2	$1.14M	Buy	18,258 +790	+5%	+$47.7K	0.53%	35
2025 Q1	$1.04M	Buy	17,468 +3,087	+21%	+$191K	0.52%	35
2024 Q4	$892K	Buy	14,381 +4,507	+46%	+$281K	0.46%	41
2024 Q3	$604K	Buy	9,874 +1,212	+14%	+$71.8K	0.33%	63
2024 Q2	$507K	Buy	+8,662	New	+$490K	0.3%	68

Other funds holding HELO

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

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return