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

AE 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	$413K	Sell	6,115 -1,646	-21%	-$111K	﹤0.01%	1325
2026 Q1	$496K	Buy	7,761 +2,692	+53%	+$178K	﹤0.01%	1118
2025 Q4	$337K	Buy	5,069 +878	+21%	+$57.6K	﹤0.01%	1252
2025 Q3	$272K	Buy	4,191 +2,612	+165%	+$167K	﹤0.01%	1229
2025 Q2	$98.8K	Sell	1,579 -100	-6%	-$6.04K	﹤0.01%	1485
2025 Q1	$100K	Buy	1,679 +576	+52%	+$35.7K	﹤0.01%	1445
2024 Q4	$68.4K	Buy	+1,103	New	+$68.7K	﹤0.01%	1504
2024 Q1	–	Sell	-47,670	Closed	-$2.57M	–	1507
2023 Q4	$2.57M	Buy	+47,670	New	+$2.44M	0.01%	819

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

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

AE Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q2 2026, selling an estimated $111K and leaving 6,115 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

AE Wealth Management first reported a position in HELO in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2023. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

AE Wealth Management held 6,115 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $413K as of Q2 2026.
AE Wealth Management sold 1,646 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $111K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1325 holding.
AE Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.57M in Q4 2023.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.