AWM
HELO icon

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

Accurate 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
Q2 		$313K Buy
+4,582
New +$308K 0.03% 452

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Accurate Wealth Management's HELO Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 4,582 shares worth $313K. The stake represents 0.03% of the portfolio and ranks #452 among its holdings.

62 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Accurate Wealth Management held 4,582 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $313K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Accurate Wealth Management position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #452 holding.
  • 62 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.