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Steph & Co’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Steph & Co’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 		– Sell
-170
Closed -$10.9K – 299
2026
Q1 		$10.9K Buy
+170
New +$11.3K ﹤0.01% 273

Other funds holding HELO

Wealth Enhancement Advisory Services
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
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
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Steph & Co's HELO Position: Q2 2026 in Review

Steph & Co sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 170 shares — an estimated $10.9K sold.

Steph & Co first reported a position in HELO in Q1 2026 and held it in 1 quarter. The position peaked at $10.9K in Q1 2026. 70 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Steph & Co reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
  • Steph & Co sold 170 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $10.9K.
  • Steph & Co first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and held it in 1 quarter.
  • Steph & Co's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $10.9K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.