Paladin Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Paladin Advisory 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	$3.57M	Sell	52,877 -593	-1%	-$39.8K	2.37%	13
2026 Q1	$3.42M	Sell	53,470 -1,309	-2%	-$86.7K	2.6%	12
2025 Q4	$3.64M	Sell	54,779 -763	-1%	-$50.1K	2.66%	10
2025 Q3	$3.61M	Buy	55,542 +17,476	+46%	+$1.12M	2.81%	10
2025 Q2	$2.38M	Buy	38,066 +4,278	+13%	+$258K	1.82%	18
2025 Q1	$2.02M	Buy	33,788 +29,433	+676%	+$1.82M	1.61%	20
2024 Q4	$270K	Buy	4,355 +615	+16%	+$38.3K	0.21%	71
2024 Q3	$229K	Buy	3,740 +1,003	+37%	+$59.4K	0.17%	79
2024 Q2	$160K	Buy	+2,737	New	+$155K	0.12%	89

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Paladin Advisory Group's HELO Position: Q2 2026 in Review

Paladin Advisory Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.1% in Q2 2026, selling an estimated $39.8K and leaving 52,877 shares worth $3.57M. The position accounts for 2.37% of the portfolio, ranked #13.

Paladin Advisory Group first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.64M in Q4 2025. 180 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Paladin Advisory Group held 52,877 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.57M as of Q2 2026.
Paladin Advisory Group sold 593 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $39.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.37% of Paladin Advisory Group's portfolio in Q2 2026, its #13 holding.
Paladin Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Paladin Advisory Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.64M in Q4 2025.
180 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.