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

Alaska Wealth 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	$5.59M	Buy	82,720 +1,381	+2%	+$92.7K	0.61%	23
2026 Q1	$5.2M	Buy	81,339 +4,139	+5%	+$274K	0.62%	22
2025 Q4	$5.13M	Buy	77,200 +8,088	+12%	+$531K	0.65%	19
2025 Q3	$4.49M	Buy	69,112 +63,655	+1,166%	+$4.07M	0.59%	22
2025 Q2	$341K	Buy	+5,457	New	+$329K	0.05%	57

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 Wealth Advisors's HELO Position: Q2 2026 in Review

Alaska Wealth Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.7% in Q2 2026, buying an estimated $92.7K and bringing the position to 82,720 shares worth $5.59M. The position accounts for 0.61% of the portfolio, ranked #23.

Alaska Wealth Advisors first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Alaska Wealth Advisors held 82,720 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.59M as of Q2 2026.
Alaska Wealth Advisors bought 1,381 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $92.7K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.61% of Alaska Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Alaska Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.