Sprinkle Financial Consultants’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sprinkle Financial Consultants’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	$8.13M	Buy	120,333 +18,749	+18%	+$1.26M	3.19%	9
2026 Q1	$6.49M	Buy	101,584 +29,204	+40%	+$1.93M	2.99%	9
2025 Q4	$4.81M	Buy	72,380 +16,492	+30%	+$1.08M	2.44%	11
2025 Q3	$3.63M	Buy	55,888 +21,613	+63%	+$1.38M	2.03%	14
2025 Q2	$2.14M	Sell	34,275 -6,536	-16%	-$394K	1.31%	22
2025 Q1	$2.44M	Buy	40,811 +33,698	+474%	+$2.09M	1.55%	16
2024 Q4	$441K	Buy	7,113 +16	+0.2%	+$996	0.3%	52
2024 Q3	$434K	Buy	7,097 +469	+7%	+$27.8K	0.31%	51
2024 Q2	$388K	Buy	6,628 +640	+11%	+$36.2K	0.31%	51
2024 Q1	$335K	Buy	5,988 +5	+0.1%	+$272	0.29%	50
2023 Q4	$316K	Buy	+5,983	New	+$307K	0.32%	48

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

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

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

Sprinkle Financial Consultants's HELO Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 18% in Q2 2026, buying an estimated $1.26M and bringing the position to 120,333 shares worth $8.13M. The position accounts for 3.19% of the portfolio, ranked #9.

Sprinkle Financial Consultants first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Sprinkle Financial Consultants held 120,333 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $8.13M as of Q2 2026.
Sprinkle Financial Consultants bought 18,749 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.26M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 3.19% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #9 holding.
Sprinkle Financial Consultants first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
79 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.