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

Strategic Blueprint’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	$1.99M	Buy	29,429 +212	+0.7%	+$14.2K	0.1%	205
2026 Q1	$1.87M	Buy	29,217 +9,674	+50%	+$641K	0.11%	192
2025 Q4	$1.3M	Sell	19,543 -426	-2%	-$28K	0.08%	237
2025 Q3	$1.3M	Sell	19,969 -3,128	-14%	-$200K	0.06%	288
2025 Q2	$1.45M	Buy	23,097 +11,857	+105%	+$716K	0.07%	240
2025 Q1	$671K	Buy	11,240 +6,640	+144%	+$412K	0.04%	364
2024 Q4	$285K	Buy	+4,600	New	+$286K	0.02%	536

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

Strategic Blueprint's HELO Position: Q2 2026 in Review

Strategic Blueprint increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.73% in Q2 2026, buying an estimated $14.2K and bringing the position to 29,429 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #205.

Strategic Blueprint 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.

Strategic Blueprint held 29,429 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.99M as of Q2 2026.
Strategic Blueprint bought 212 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $14.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.1% of Strategic Blueprint's portfolio in Q2 2026, its #205 holding.
Strategic Blueprint 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 Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.