TCFG Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

TCFG Wealth Management’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 Q1	$203K	Buy	3,173 +30	+1%	+$1.99K	0.08%	260
2025 Q4	$211K	Hold	3,143	–	–	0.08%	248
2025 Q3	$205K	Buy	+3,143	New	+$201K	0.08%	246

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

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

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

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

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

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

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

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

TCFG Wealth Management's HELO Position: Q1 2026 in Review

TCFG Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.95% in Q1 2026, buying an estimated $1.99K and bringing the position to 3,173 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #260.

TCFG Wealth Management first reported a position in HELO in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

TCFG Wealth Management held 3,173 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $203K as of Q1 2026.
TCFG Wealth Management bought 30 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.99K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #260 holding.
TCFG Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
TCFG Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $211K in Q4 2025.
385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.