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Pinnacle Bancorp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Pinnacle Bancorp’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 		$30.3K Hold
449
– – 0.01% 553
2026
Q1 		$28.7K Buy
+449
New +$29.7K 0.01% 532

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Bancorp's HELO Position: Q2 2026 in Review

Pinnacle Bancorp held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 449 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #553.

Pinnacle Bancorp first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Pinnacle Bancorp held 449 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $30.3K as of Q2 2026.
  • Pinnacle Bancorp left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #553 holding.
  • Pinnacle Bancorp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.