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 Q2	$1.68M	Buy	24,925 +8,908	+56%	+$598K	0.35%	75
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 $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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Plan Group Financial's HELO Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 56% in Q2 2026, buying an estimated $598K and bringing the position to 24,925 shares worth $1.68M. The position accounts for 0.35% of the portfolio, ranked #75.

Plan Group Financial first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Plan Group Financial held 24,925 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.68M as of Q2 2026.
Plan Group Financial bought 8,908 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $598K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.35% of Plan Group Financial's portfolio in Q2 2026, its #75 holding.
Plan Group Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.