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 Q3	$3.57M	Buy	51,583 +6,484	+14%	+$447K	2.33%	11
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sincerus Advisory's HELO Position: Q3 2026 in Review

Sincerus Advisory increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 14% in Q3 2026, buying an estimated $447K and bringing the position to 51,583 shares worth $3.57M. The position accounts for 2.33% of the portfolio, ranked #11.

Sincerus Advisory first reported a position in HELO in Q4 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Sincerus Advisory held 51,583 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.57M as of Q3 2026.
Sincerus Advisory bought 6,484 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $447K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.33% of Sincerus Advisory's portfolio in Q3 2026, its #11 holding.
Sincerus Advisory first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.