Alaska Permanent Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Alaska Permanent Capital 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	$8.68M	Buy	128,528 +6,285	+5%	+$422K	0.57%	20
2026 Q1	$7.82M	Buy	122,243 +10,693	+10%	+$708K	0.55%	19
2025 Q4	$7.4M	Sell	111,550 -5,103	-4%	-$335K	0.56%	20
2025 Q3	$7.58M	Buy	116,653 +451	+0.4%	+$28.8K	0.56%	20
2025 Q2	$7.27M	Buy	+116,202	New	+$7.01M	0.56%	19

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

Alaska Permanent Capital Management's HELO Position: Q2 2026 in Review

Alaska Permanent Capital Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.1% in Q2 2026, buying an estimated $422K and bringing the position to 128,528 shares worth $8.68M. The position accounts for 0.57% of the portfolio, ranked #20.

Alaska Permanent Capital Management first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Alaska Permanent Capital Management held 128,528 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $8.68M as of Q2 2026.
Alaska Permanent Capital Management bought 6,285 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $422K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.57% of Alaska Permanent Capital Management's portfolio in Q2 2026, its #20 holding.
Alaska Permanent Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.