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

Sanctuary 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	–	Sell	-10,620	Closed	-$705K	–	2571
2025 Q4	$705K	Buy	10,620 +859	+9%	+$56.4K	﹤0.01%	1520
2025 Q3	$634K	Buy	9,761 +12	+0.1%	+$766	﹤0.01%	1561
2025 Q2	$610K	Buy	9,749 +572	+6%	+$34.5K	﹤0.01%	1508
2025 Q1	$548K	Buy	9,177 +178	+2%	+$11K	﹤0.01%	1466
2024 Q4	$566K	Buy	8,999 +356	+4%	+$22.2K	﹤0.01%	1610
2024 Q3	$542K	Buy	+8,643	New	+$512K	﹤0.01%	1643

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Sanctuary Advisors's HELO Position: Q1 2026 in Review

Sanctuary Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 10,620 shares — an estimated $705K sold.

Sanctuary Advisors first reported a position in HELO in Q3 2024 and held it in 6 quarters. The position peaked at $705K in Q4 2025. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Sanctuary Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Sanctuary Advisors sold 10,620 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $705K.
Sanctuary Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 6 quarters.
Sanctuary Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $705K in Q4 2025.
386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.