Advisornet Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Advisornet Financial’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	$454K	Hold	6,720	–	–	0.02%	441
2026 Q1	$429K	Hold	6,720	–	–	0.02%	425
2025 Q4	$446K	Sell	6,720 -338	-5%	-$22.2K	0.02%	414
2025 Q3	$459K	Buy	7,058 +126	+2%	+$8.05K	0.03%	395
2025 Q2	$434K	Buy	6,932 +2,209	+47%	+$133K	0.03%	397
2025 Q1	$282K	Buy	4,723 +4,673	+9,346%	+$290K	0.02%	471
2024 Q4	$3.11K	Buy	+50	New	+$3.11K	﹤0.01%	1543

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

Advisornet Financial's HELO Position: Q2 2026 in Review

Advisornet Financial held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 6,720 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #441.

Advisornet Financial first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Advisornet Financial held 6,720 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $454K as of Q2 2026.
Advisornet Financial left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #441 holding.
Advisornet Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Advisornet Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $459K in Q3 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.