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

Sincerus Advisory’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	$3.05M	Buy	45,099 +4,316	+11%	+$290K	2.07%	14
2026 Q1	$2.61M	Buy	40,783 +3,633	+10%	+$241K	1.98%	15
2025 Q4	$2.47M	Buy	37,150 +4,983	+15%	+$327K	1.98%	14
2025 Q3	$2.09M	Buy	32,167 +4,498	+16%	+$287K	1.79%	16
2025 Q2	$1.75M	Sell	27,669 -5,708	-17%	-$344K	1.65%	18
2025 Q1	$1.99M	Buy	33,377 +4,300	+15%	+$267K	2.1%	11
2024 Q4	$1.8M	Buy	+29,077	New	+$1.81M	1.93%	13

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sincerus Advisory's HELO Position: Q2 2026 in Review

Sincerus Advisory increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q2 2026, buying an estimated $290K and bringing the position to 45,099 shares worth $3.05M. The position accounts for 2.07% of the portfolio, ranked #14.

Sincerus Advisory first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Sincerus Advisory held 45,099 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.05M as of Q2 2026.
Sincerus Advisory bought 4,316 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $290K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.07% of Sincerus Advisory's portfolio in Q2 2026, its #14 holding.
Sincerus Advisory first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.