Resurgent Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Resurgent Financial 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 Q1	$311K	Buy	4,861 +124	+3%	+$8.21K	0.11%	199
2025 Q4	$315K	Sell	4,737 -1,179	-20%	-$77.4K	0.16%	167
2025 Q3	$385K	Sell	5,916 -1,332	-18%	-$85.1K	0.19%	149
2025 Q2	$454K	Buy	7,248 +320	+5%	+$19.3K	0.25%	115
2025 Q1	$413K	Buy	6,928 +332	+5%	+$20.6K	0.25%	113
2024 Q4	$409K	Sell	6,596 -529	-7%	-$32.9K	0.24%	116
2024 Q3	$436K	Buy	7,125 +1,363	+24%	+$80.8K	0.25%	115
2024 Q2	$337K	Buy	5,762 +1,625	+39%	+$92K	0.21%	130
2024 Q1	$232K	Buy	4,137 +2,035	+97%	+$111K	0.12%	165
2023 Q4	$111K	Buy	+2,102	New	+$108K	0.07%	236

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

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

Resurgent Financial Advisors's HELO Position: Q1 2026 in Review

Resurgent Financial Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.6% in Q1 2026, buying an estimated $8.21K and bringing the position to 4,861 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #199.

Resurgent Financial Advisors first reported a position in HELO in Q4 2023 and has held it in 10 quarters since. The position peaked at $454K in Q2 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Resurgent Financial Advisors held 4,861 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $311K as of Q1 2026.
Resurgent Financial Advisors bought 124 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $8.21K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.11% of Resurgent Financial Advisors's portfolio in Q1 2026, its #199 holding.
Resurgent Financial Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 10 quarters since.
Resurgent Financial Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $454K in Q2 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.