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

SignatureFD’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	$13.3M	Sell	197,246 -10,601	-5%	-$712K	0.18%	53
2026 Q1	$13.3M	Sell	207,847 -60,545	-23%	-$4.01M	0.2%	43
2025 Q4	$17.8M	Sell	268,392 -5,092	-2%	-$334K	0.27%	37
2025 Q3	$17.8M	Sell	273,484 -26,870	-9%	-$1.72M	0.28%	35
2025 Q2	$18.8M	Sell	300,354 -60,357	-17%	-$3.64M	0.32%	33
2025 Q1	$21.5M	Buy	360,711 +135,152	+60%	+$8.38M	0.41%	30
2024 Q4	$14M	Buy	225,559 +135,937	+152%	+$8.47M	0.27%	37
2024 Q3	$5.48M	Buy	+89,622	New	+$5.31M	0.1%	61

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

SignatureFD's HELO Position: Q2 2026 in Review

SignatureFD reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.1% in Q2 2026, selling an estimated $712K and leaving 197,246 shares worth $13.3M. The position accounts for 0.18% of the portfolio, ranked #53.

SignatureFD first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.5M in Q1 2025. 128 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

SignatureFD held 197,246 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $13.3M as of Q2 2026.
SignatureFD sold 10,601 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $712K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.18% of SignatureFD's portfolio in Q2 2026, its #53 holding.
SignatureFD first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
SignatureFD's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $21.5M in Q1 2025.
128 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.