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

Plan Group Financial’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	$1.02M	Sell	16,017 -165	-1%	-$10.9K	0.24%	89
2025 Q4	$1.07M	Sell	16,182 -35	-0.2%	-$2.3K	0.28%	83
2025 Q3	$1.05M	Buy	16,217 +1,977	+14%	+$126K	0.28%	90
2025 Q2	$891K	Buy	14,240 +822	+6%	+$49.6K	0.29%	86
2025 Q1	$801K	Buy	13,418 +1	+0%	+$62	0.29%	74
2024 Q4	$832K	Buy	+13,417	New	+$836K	0.44%	56

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

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

Plan Group Financial's HELO Position: Q1 2026 in Review

Plan Group Financial reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1% in Q1 2026, selling an estimated $10.9K and leaving 16,017 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #89.

Plan Group Financial first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Plan Group Financial held 16,017 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.02M as of Q1 2026.
Plan Group Financial sold 165 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $10.9K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.24% of Plan Group Financial's portfolio in Q1 2026, its #89 holding.
Plan Group Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
Plan Group Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.07M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.