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

Secured Retirement 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	$809K	Sell	11,964 -450	-4%	-$30.2K	0.41%	91
2026 Q1	$793K	Buy	12,414 +1,581	+15%	+$105K	0.45%	82
2025 Q4	$720K	Sell	10,833 -203	-2%	-$13.3K	0.4%	85
2025 Q3	$717K	Sell	11,036 -18,723	-63%	-$1.2M	0.4%	89
2025 Q2	$1.86M	Sell	29,759 -21,231	-42%	-$1.28M	1.11%	26
2025 Q1	$3.04M	Buy	+50,990	New	+$3.16M	1.96%	7

Other funds holding HELO

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Secured Retirement Advisors's HELO Position: Q2 2026 in Review

Secured Retirement Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.6% in Q2 2026, selling an estimated $30.2K and leaving 11,964 shares worth $809K. The position accounts for 0.41% of the portfolio, ranked #91.

Secured Retirement Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.04M in Q1 2025. 67 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Secured Retirement Advisors held 11,964 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $809K as of Q2 2026.
Secured Retirement Advisors sold 450 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $30.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.41% of Secured Retirement Advisors's portfolio in Q2 2026, its #91 holding.
Secured Retirement Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.04M in Q1 2025.
67 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.