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Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$260K Buy
+3,850
New +$259K 0.08% 146

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Bank of New York Mellon
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Bank of America
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Wealth Enhancement Advisory Services
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s HELO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 3,850 shares worth $260K. The stake represents 0.08% of the portfolio and ranks #146 among its holdings.

390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 3,850 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $260K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Alliance Wealth Advisors (Pennsylvania) position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #146 holding.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.