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

Members Wealth’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	$1.01M	Sell	14,434 -915	-6%	-$63.1K	0.5%	41
2026 Q2	$1.04M	Buy	15,349 +2,330	+18%	+$156K	0.57%	38
2026 Q1	$875K	Buy	13,019 +336	+3%	+$22.2K	0.52%	38
2025 Q4	$850K	Sell	12,683 -906	-7%	-$59.5K	0.53%	38
2025 Q3	$884K	Buy	+13,589	New	+$868K	0.56%	37
2025 Q1	$1.1M	Sell	18,356 -6,606	-26%	-$410K	0.83%	30
2024 Q4	$1.57M	Buy	+24,962	New	+$1.55M	1.17%	23
2024 Q2	$597K	Buy	+9,512	New	+$538K	0.4%	49

Other funds holding HELO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Members Wealth's HELO Position: Q3 2026 in Review

Members Wealth reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6% in Q3 2026, selling an estimated $63.1K and leaving 14,434 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #41.

Members Wealth first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2024. 240 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Members Wealth held 14,434 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.01M as of Q3 2026.
Members Wealth sold 915 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $63.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.5% of Members Wealth's portfolio in Q3 2026, its #41 holding.
Members Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.57M in Q4 2024.
240 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.