Merit Financial Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Merit Financial Group’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	–	Sell	-4,293	Closed	-$274K	–	2399
2026 Q1	$274K	Sell	4,293 -683	-14%	-$45.2K	﹤0.01%	1711
2025 Q4	$331K	Buy	4,976 +742	+18%	+$48.7K	﹤0.01%	1503
2025 Q3	$275K	Sell	4,234 -394	-9%	-$25.2K	﹤0.01%	1504
2025 Q2	$290K	Buy	+4,628	New	+$279K	﹤0.01%	1356

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

Merit Financial Group's HELO Position: Q2 2026 in Review

Merit Financial Group sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 4,293 shares — an estimated $274K sold.

Merit Financial Group first reported a position in HELO in Q2 2025 and held it in 4 quarters. The position peaked at $331K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Merit Financial Group reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 4,293 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $274K.
Merit Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and held it in 4 quarters.
Merit Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $331K in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.