WealthPLAN Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

WealthPLAN Partners’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	$5.67M	Sell	83,971 -8,613	-9%	-$578K	1.09%	22
2026 Q1	$5.92M	Sell	92,584 -20,413	-18%	-$1.35M	1.14%	18
2025 Q4	$7.51M	Sell	112,997 -2,883	-2%	-$189K	1.12%	18
2025 Q3	$7.53M	Buy	115,880 +2,815	+2%	+$180K	1.13%	17
2025 Q2	$7.08M	Sell	113,065 -57,463	-34%	-$3.47M	1.14%	18
2025 Q1	$10.2M	Buy	170,528 +9,899	+6%	+$614K	1.43%	14
2024 Q4	$9.97M	Sell	160,629 -7,131	-4%	-$444K	1.41%	13
2024 Q3	$10.3M	Buy	+167,760	New	+$9.94M	1.38%	14

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 Partners's HELO Position: Q2 2026 in Review

WealthPLAN Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.3% in Q2 2026, selling an estimated $578K and leaving 83,971 shares worth $5.67M. The position accounts for 1.09% of the portfolio, ranked #22.

WealthPLAN Partners first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q3 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

WealthPLAN Partners held 83,971 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.67M as of Q2 2026.
WealthPLAN Partners sold 8,613 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $578K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.09% of WealthPLAN Partners's portfolio in Q2 2026, its #22 holding.
WealthPLAN Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
WealthPLAN Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $10.3M in Q3 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.