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 Q2	$1.04M	Buy	15,349 +2,330	+18%	+$156K	0.57%	38
2026 Q1	$875K	Buy	13,019 +336	+3%	+$22.3K	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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Members Wealth's HELO Position: Q2 2026 in Review

Members Wealth increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 18% in Q2 2026, buying an estimated $156K and bringing the position to 15,349 shares worth $1.04M. The position accounts for 0.57% of the portfolio, ranked #38.

Members Wealth first reported a position in HELO in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2024. 188 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Members Wealth held 15,349 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.04M as of Q2 2026.
Members Wealth bought 2,330 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $156K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.57% of Members Wealth's portfolio in Q2 2026, its #38 holding.
Members Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 7 quarters since.
Members Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.57M in Q4 2024.
188 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.