Planned Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Planned Solutions’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	$393K	Sell	5,687 -100,900	-95%	-$6.95M	0.11%	93
2026 Q2	$7.2M	Sell	106,587 -3,297	-3%	-$221K	2.06%	11
2026 Q1	$7.02M	Buy	109,884 +31	+0%	+$2.05K	2.3%	11
2025 Q4	$7.3M	Buy	109,853 +342	+0.3%	+$22.5K	2.34%	10
2025 Q3	$7.12M	Buy	109,511 +3,854	+4%	+$246K	2.45%	9
2025 Q2	$6.61M	Buy	105,657 +6,371	+6%	+$384K	2.52%	11
2025 Q1	$5.93M	Buy	99,286 +2,841	+3%	+$176K	2.4%	11
2024 Q4	$5.98M	Buy	96,445 +96,087	+26,840%	+$5.98M	2.41%	11
2024 Q3	$21.9K	Buy	+358	New	+$21.2K	0.01%	377

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Planned Solutions's HELO Position: Q3 2026 in Review

Planned Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 95% in Q3 2026, selling an estimated $6.95M and leaving 5,687 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #93.

Planned Solutions first reported a position in HELO in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.3M in Q4 2025. 204 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Planned Solutions held 5,687 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $393K as of Q3 2026.
Planned Solutions sold 100,900 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $6.95M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.11% of Planned Solutions's portfolio in Q3 2026, its #93 holding.
Planned Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 9 quarters since.
Planned Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.3M in Q4 2025.
204 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.