Security National Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Security National Bank’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	$2.22M	Buy	32,867 +4,612	+16%	+$310K	0.27%	68
2026 Q1	$1.81M	Buy	28,255 +5,005	+22%	+$331K	0.26%	70
2025 Q4	$1.54M	Buy	23,250 +3,359	+17%	+$221K	0.22%	71
2025 Q3	$1.29M	Buy	19,891 +2,037	+11%	+$130K	0.2%	71
2025 Q2	$1.12M	Sell	17,854 -2,380	-12%	-$144K	0.19%	68
2025 Q1	$1.21M	Buy	20,234 +3	+0%	+$186	0.23%	64
2024 Q4	$1.26M	Buy	20,231 +982	+5%	+$61.2K	0.18%	60
2024 Q3	$1.18M	Buy	19,249 +8,387	+77%	+$497K	0.16%	61
2024 Q2	$636K	Buy	+10,862	New	+$615K	0.09%	73

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

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

AWM

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 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

Security National Bank's HELO Position: Q2 2026 in Review

Security National Bank increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 16% in Q2 2026, buying an estimated $310K and bringing the position to 32,867 shares worth $2.22M. The position accounts for 0.27% of the portfolio, ranked #68.

Security National Bank first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Security National Bank held 32,867 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.22M as of Q2 2026.
Security National Bank bought 4,612 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $310K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.27% of Security National Bank's portfolio in Q2 2026, its #68 holding.
Security National Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
111 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.