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 Q2	$358K	Buy	5,294 +433	+9%	+$29.1K	0.1%	205
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 $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Resurgent Financial Advisors's HELO Position: Q2 2026 in Review

Resurgent Financial Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 5,294 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #205.

Resurgent Financial Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Resurgent Financial Advisors held 5,294 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $358K as of Q2 2026.
Resurgent Financial Advisors bought 433 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $29.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.1% of Resurgent Financial Advisors's portfolio in Q2 2026, its #205 holding.
Resurgent Financial Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
Resurgent Financial Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $454K in Q2 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.