Advyzon Investment Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Advyzon Investment 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	$2.38M	Sell	35,206 -5,459	-13%	-$367K	0.17%	128
2026 Q1	$2.6M	Buy	+40,665	New	+$2.69M	0.23%	101

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

Advyzon Investment Management's HELO Position: Q2 2026 in Review

Advyzon Investment Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 13% in Q2 2026, selling an estimated $367K and leaving 35,206 shares worth $2.38M. The position accounts for 0.17% of the portfolio, ranked #128.

Advyzon Investment Management first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.6M in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Advyzon Investment Management held 35,206 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.38M as of Q2 2026.
Advyzon Investment Management sold 5,459 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $367K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.17% of Advyzon Investment Management's portfolio in Q2 2026, its #128 holding.
Advyzon Investment Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
Advyzon Investment Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.6M in Q1 2026.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.