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 Q3	$1.7M	Sell	24,436 -489	-2%	-$33.7K	0.33%	77
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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Plan Group Financial's HELO Position: Q3 2026 in Review

Plan Group Financial reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2% in Q3 2026, selling an estimated $33.7K and leaving 24,436 shares worth $1.7M. The position accounts for 0.33% of the portfolio, ranked #77.

Plan Group Financial first reported a position in HELO in Q4 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Plan Group Financial held 24,436 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.7M as of Q3 2026.
Plan Group Financial sold 489 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $33.7K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.33% of Plan Group Financial's portfolio in Q3 2026, its #77 holding.
Plan Group Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 8 quarters since.
131 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.