Yarger Wealth Strategies’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Yarger Wealth Strategies’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	$2.25M	Sell	32,934 -3,880	-11%	-$261K	0.81%	35
2026 Q1	$2.35M	Buy	36,814 +13,807	+60%	+$914K	0.95%	30
2025 Q4	$1.53M	Sell	23,007 -2,663	-10%	-$175K	0.66%	32
2025 Q3	$1.67M	Sell	25,670 -347	-1%	-$22.2K	0.77%	33
2025 Q2	$1.63M	Buy	26,017 +19,470	+297%	+$1.18M	0.85%	32
2025 Q1	$391K	Buy	+6,547	New	+$406K	0.23%	60
2024 Q4	–	Sell	-6,322	Closed	-$387K	–	95
2024 Q3	$387K	Sell	6,322 -4,105	-39%	-$243K	0.21%	57
2024 Q2	$611K	Buy	+10,427	New	+$590K	0.37%	43

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

Yarger Wealth Strategies's HELO Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q2 2026, selling an estimated $261K and leaving 32,934 shares worth $2.25M. The position accounts for 0.81% of the portfolio, ranked #35.

Yarger Wealth Strategies first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Yarger Wealth Strategies held 32,934 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.25M as of Q2 2026.
Yarger Wealth Strategies sold 3,880 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $261K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.81% of Yarger Wealth Strategies's portfolio in Q2 2026, its #35 holding.
Yarger Wealth Strategies first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
Yarger Wealth Strategies's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.35M in Q1 2026.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.