Legacy Financial Group (Iowa)’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Legacy Financial Group (Iowa)’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	$7.58M	Sell	112,131 -854,893	-88%	-$57.4M	0.85%	29
2026 Q1	$61.8M	Buy	967,024 +6,401	+0.7%	+$424K	7.77%	1
2025 Q4	$64.1M	Sell	960,623 -461	-0%	-$30.3K	7.92%	1
2025 Q3	$62.5M	Sell	961,084 -15,169	-2%	-$969K	8.18%	1
2025 Q2	$61.1M	Buy	976,253 +60,450	+7%	+$3.65M	8.53%	1
2025 Q1	$54.7M	Buy	915,803 +20,324	+2%	+$1.26M	8.41%	2
2024 Q4	$55.6M	Buy	895,479 +812,471	+979%	+$50.6M	8.99%	2
2024 Q3	$5.08M	Buy	83,008 +28,540	+52%	+$1.69M	0.98%	30
2024 Q2	$3.19M	Buy	54,468 +14,182	+35%	+$803K	0.63%	37
2024 Q1	$2.25M	Buy	+40,286	New	+$2.19M	0.46%	36

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

Legacy Financial Group (Iowa)'s HELO Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 88% in Q2 2026, selling an estimated $57.4M and leaving 112,131 shares worth $7.58M. The position accounts for 0.85% of the portfolio, ranked #29.

Legacy Financial Group (Iowa) first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.1M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Legacy Financial Group (Iowa) held 112,131 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $7.58M as of Q2 2026.
Legacy Financial Group (Iowa) sold 854,893 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $57.4M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.85% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #29 holding.
Legacy Financial Group (Iowa) first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Legacy Financial Group (Iowa)'s JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $64.1M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.