WealthPlan Investment Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

WealthPlan Investment 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 Q2	$13.2M	Sell	195,672 -6,092	-3%	-$409K	0.66%	40
2026 Q1	$12.9M	Sell	201,764 -9,736	-5%	-$645K	0.72%	36
2025 Q4	$14M	Sell	211,500 -20,045	-9%	-$1.32M	0.9%	28
2025 Q3	$15.1M	Buy	231,545 +23,436	+11%	+$1.5M	1%	26
2025 Q2	$13M	Buy	208,109 +61,045	+42%	+$3.68M	0.95%	25
2025 Q1	$8.78M	Sell	147,064 -68,926	-32%	-$4.27M	0.86%	39
2024 Q4	$13.4M	Buy	215,990 +100,755	+87%	+$6.27M	1.32%	18
2024 Q3	$7.05M	Buy	+115,235	New	+$6.83M	0.71%	53

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

WealthPlan Investment Management's HELO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3% in Q2 2026, selling an estimated $409K and leaving 195,672 shares worth $13.2M. The position accounts for 0.66% of the portfolio, ranked #40.

WealthPlan Investment Management first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.1M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

WealthPlan Investment Management held 195,672 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $13.2M as of Q2 2026.
WealthPlan Investment Management sold 6,092 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $409K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.66% of WealthPlan Investment Management's portfolio in Q2 2026, its #40 holding.
WealthPlan Investment Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
WealthPlan Investment Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $15.1M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.