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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Planned Solutions's HELO Position: Q2 2026 in Review

Planned Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3% in Q2 2026, selling an estimated $221K and leaving 106,587 shares worth $7.2M. The position accounts for 2.06% of the portfolio, ranked #11.

Planned Solutions first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.3M in Q4 2025. 188 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Planned Solutions held 106,587 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $7.2M as of Q2 2026.
Planned Solutions sold 3,297 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $221K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.06% of Planned Solutions's portfolio in Q2 2026, its #11 holding.
Planned Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Planned Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.3M in Q4 2025.
188 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.