Purkiss Capital Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Purkiss Capital Advisors’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	$2.88M	Buy	42,634 +3,250	+8%	+$218K	1.1%	19
2026 Q1	$2.52M	Buy	39,384 +3,950	+11%	+$262K	1.11%	20
2025 Q4	$2.35M	Buy	35,434 +2,526	+8%	+$166K	1.1%	20
2025 Q3	$2.14M	Buy	32,908 +2,370	+8%	+$151K	1.02%	22
2025 Q2	$1.91M	Buy	30,538 +5,326	+21%	+$321K	1.06%	18
2025 Q1	$1.5M	Buy	25,212 +3,010	+14%	+$187K	1.14%	18
2024 Q4	$1.38M	Buy	+22,202	New	+$1.38M	1.19%	18

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Purkiss Capital Advisors's HELO Position: Q2 2026 in Review

Purkiss Capital Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.3% in Q2 2026, buying an estimated $218K and bringing the position to 42,634 shares worth $2.88M. The position accounts for 1.1% of the portfolio, ranked #19.

Purkiss Capital Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Purkiss Capital Advisors held 42,634 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.88M as of Q2 2026.
Purkiss Capital Advisors bought 3,250 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $218K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #19 holding.
Purkiss Capital Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.