Patriot Financial Group Insurance Agency’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Patriot Financial Group Insurance Agency’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	$2.04M	Sell	30,157 -32,579	-52%	-$2.19M	0.21%	126
2026 Q1	$4.01M	Buy	62,736 +31,246	+99%	+$2.07M	0.23%	122
2025 Q4	$2.09M	Buy	31,490 +60	+0.2%	+$3.94K	0.25%	114
2025 Q3	$2.04M	Sell	31,430 -233	-0.7%	-$14.9K	0.26%	106
2025 Q2	$1.98M	Buy	31,663 +6,723	+27%	+$406K	0.23%	113
2025 Q1	$1.49M	Buy	24,940 +11,066	+80%	+$686K	0.2%	128
2024 Q4	$861K	Buy	+13,874	New	+$864K	0.12%	204

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 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

Patriot Financial Group Insurance Agency's HELO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 52% in Q2 2026, selling an estimated $2.19M and leaving 30,157 shares worth $2.04M. The position accounts for 0.21% of the portfolio, ranked #126.

Patriot Financial Group Insurance Agency first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.01M in Q1 2026. 275 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Patriot Financial Group Insurance Agency held 30,157 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.04M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 32,579 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.19M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.21% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #126 holding.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Patriot Financial Group Insurance Agency's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.01M in Q1 2026.
275 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.