Advisory Services Network’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
Other funds holding HELO
FMWA
Advisory Services Network's HELO Position: Q2 2026 in Review
Advisory Services Network increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 18% in Q2 2026, buying an estimated $3.73M and bringing the position to 372,150 shares worth $25.1M. The position accounts for 0.28% of the portfolio, ranked #58.
Advisory Services Network first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.
- Advisory Services Network held 372,150 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $25.1M as of Q2 2026.
- Advisory Services Network bought 55,528 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $3.73M.
- JPMorgan Hedged Equity Laddered Overlay ETF made up 0.28% of Advisory Services Network's portfolio in Q2 2026, its #58 holding.
- Advisory Services Network first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
- 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.