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

Paladin 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 Q1	–	Sell	-4,818	Closed	-$320K	–	126
2025 Q4	$320K	Sell	4,818 -17,715	-79%	-$1.16M	0.22%	110
2025 Q3	$1.46M	Buy	22,533 +1,175	+6%	+$75K	1.06%	25
2025 Q2	$1.34M	Sell	21,358 -16	-0.1%	-$966	1.04%	26
2025 Q1	$1.28M	Sell	21,374 -10,884	-34%	-$675K	1.15%	25
2024 Q4	$2M	Sell	32,258 -12,852	-28%	-$800K	1.73%	16
2024 Q3	$2.76M	Buy	+45,110	New	+$2.67M	2.41%	7

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

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

Paladin Wealth's HELO Position: Q1 2026 in Review

Paladin Wealth sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 4,818 shares — an estimated $320K sold.

Paladin Wealth first reported a position in HELO in Q3 2024 and held it in 6 quarters. The position peaked at $2.76M in Q3 2024. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Paladin Wealth reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Paladin Wealth sold 4,818 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $320K.
Paladin Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 6 quarters.
Paladin Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.76M in Q3 2024.
386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Paladin Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.