Adapt Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Adapt Wealth Advisors’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	$372K	Hold	5,499	–	–	0.12%	64
2026 Q1	$351K	Hold	5,499	–	–	0.13%	72
2025 Q4	$365K	Hold	5,499	–	–	0.13%	71
2025 Q3	$357K	Buy	+5,499	New	+$351K	0.13%	75

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

Adapt Wealth Advisors's HELO Position: Q2 2026 in Review

Adapt Wealth Advisors held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 5,499 shares worth $372K. The position accounts for 0.12% of the portfolio, ranked #64.

Adapt Wealth Advisors first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Adapt Wealth Advisors held 5,499 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $372K as of Q2 2026.
Adapt Wealth Advisors left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.12% of Adapt Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Adapt Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.