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

Aire 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	$10.9M	Buy	160,705 +14,323	+10%	+$962K	1.77%	16
2026 Q1	$9.36M	Buy	146,382 +4,173	+3%	+$276K	1.71%	16
2025 Q4	$9.45M	Buy	142,209 +2,317	+2%	+$152K	1.73%	16
2025 Q3	$9.09M	Buy	139,892 +3,536	+3%	+$226K	1.65%	17
2025 Q2	$8.53M	Buy	136,356 +9,946	+8%	+$600K	1.65%	17
2025 Q1	$7.54M	Buy	126,410 +12,465	+11%	+$773K	1.59%	17
2024 Q4	$7.07M	Buy	113,945 +19,488	+21%	+$1.21M	1.46%	18
2024 Q3	$5.78M	Buy	94,457 +14,936	+19%	+$885K	1.28%	21
2024 Q2	$4.83M	Buy	+79,521	New	+$4.5M	1.1%	27

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

Aire Advisors's HELO Position: Q2 2026 in Review

Aire Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.8% in Q2 2026, buying an estimated $962K and bringing the position to 160,705 shares worth $10.9M. The position accounts for 1.77% of the portfolio, ranked #16.

Aire Advisors 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.

Aire Advisors held 160,705 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.9M as of Q2 2026.
Aire Advisors bought 14,323 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $962K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.77% of Aire Advisors's portfolio in Q2 2026, its #16 holding.
Aire Advisors 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 Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.