Sigma Planning Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sigma Planning Corp’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	-18,582	Closed	-$1.23M	–	1360
2025 Q4	$1.23M	Sell	18,582 -1,003	-5%	-$65.9K	0.03%	469
2025 Q3	$1.27M	Buy	19,585 +1,029	+6%	+$65.7K	0.04%	448
2025 Q2	$1.16M	Sell	18,556 -9,079	-33%	-$548K	0.03%	453
2025 Q1	$1.65M	Buy	27,635 +11,678	+73%	+$724K	0.05%	337
2024 Q4	$990K	Buy	15,957 +9,037	+131%	+$563K	0.03%	488
2024 Q3	$423K	Buy	+6,920	New	+$410K	0.01%	805

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return

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

CFS

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

Sigma Planning Corp's HELO Position: Q1 2026 in Review

Sigma Planning Corp sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 18,582 shares — an estimated $1.23M sold.

Sigma Planning Corp first reported a position in HELO in Q3 2024 and held it in 6 quarters. The position peaked at $1.65M in Q1 2025. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Sigma Planning Corp reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 18,582 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.23M.
Sigma Planning Corp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 6 quarters.
Sigma Planning Corp's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.65M in Q1 2025.
386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.