Ameriprise
HELO icon

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

Ameriprise’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 		$82.7M Buy
1,223,032
+246,372
+25% +$16.5M 0.02% 689
2026
Q1 		$62.4M Buy
976,660
+236,015
+32% +$15.6M 0.01% 758
2025
Q4 		$49.2M Buy
740,645
+407,764
+122% +$26.8M 0.01% 890
2025
Q3 		$21.6M Buy
+332,881
New +$21.3M 0.01% 1333

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise's HELO Position: Q2 2026 in Review

Ameriprise increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 25% in Q2 2026, buying an estimated $16.5M and bringing the position to 1,223,032 shares worth $82.7M. The position accounts for 0.02% of the portfolio, ranked #689.

Ameriprise first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Ameriprise held 1,223,032 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $82.7M as of Q2 2026.
  • Ameriprise bought 246,372 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $16.5M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Ameriprise's portfolio in Q2 2026, its #689 holding.
  • Ameriprise first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.