Ameritas Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ameritas Advisory Services’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	$3.54M	Buy	52,391 +32,707	+166%	+$2.2M	0.07%	258
2026 Q1	$1.26M	Buy	19,684 +193	+1%	+$12.8K	0.05%	322
2025 Q4	$1.29M	Sell	19,491 -48,959	-72%	-$3.21M	0.05%	317
2025 Q3	$4.45M	Buy	68,450 +35,250	+106%	+$2.25M	0.29%	69
2025 Q2	$2.08M	Sell	33,200 -34,845	-51%	-$2.1M	0.11%	183
2025 Q1	$4.2M	Sell	68,045 -37,642	-36%	-$2.33M	0.17%	133
2024 Q4	$6.56M	Buy	105,687 +45,193	+75%	+$2.81M	0.23%	88
2024 Q3	$3.7M	Buy	60,494 +2,352	+4%	+$139K	0.16%	141
2024 Q2	$3.4M	Buy	58,142 +28,688	+97%	+$1.62M	0.13%	162
2024 Q1	$1.63M	Buy	+29,454	New	+$1.6M	0.07%	273
2023 Q4	–	Sell	-7,000	Closed	-$352K	–	762
2023 Q3	$352K	Buy	+7,000	New	+$349K	0.02%	592

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

Ameritas Advisory Services's HELO Position: Q2 2026 in Review

Ameritas Advisory Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 166% in Q2 2026, buying an estimated $2.2M and bringing the position to 52,391 shares worth $3.54M. The position accounts for 0.07% of the portfolio, ranked #258.

Ameritas Advisory Services first reported a position in HELO in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.56M in Q4 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Ameritas Advisory Services held 52,391 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.54M as of Q2 2026.
Ameritas Advisory Services bought 32,707 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.2M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of Ameritas Advisory Services's portfolio in Q2 2026, its #258 holding.
Ameritas Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and has held it in 11 quarters since.
Ameritas Advisory Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $6.56M in Q4 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.