Apollon Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Apollon Wealth 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	$1.1M	Sell	16,344 -7,922	-33%	-$532K	0.01%	693
2026 Q1	$1.55M	Sell	24,266 -1,578	-6%	-$104K	0.03%	451
2025 Q4	$1.72M	Sell	25,844 -28,036	-52%	-$1.84M	0.03%	404
2025 Q3	$3.5M	Sell	53,880 -4,915	-8%	-$314K	0.06%	260
2025 Q2	$3.68M	Sell	58,795 -1,735	-3%	-$105K	0.07%	234
2025 Q1	$3.61M	Buy	60,530 +2,379	+4%	+$147K	0.08%	223
2024 Q4	$3.61M	Buy	58,151 +37,916	+187%	+$2.36M	0.08%	221
2024 Q3	$1.24M	Buy	+20,235	New	+$1.2M	0.04%	418

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

Apollon Wealth Management's HELO Position: Q2 2026 in Review

Apollon Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 33% in Q2 2026, selling an estimated $532K and leaving 16,344 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #693.

Apollon Wealth Management first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.68M in Q2 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Apollon Wealth Management held 16,344 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.1M as of Q2 2026.
Apollon Wealth Management sold 7,922 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $532K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #693 holding.
Apollon Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Apollon Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.68M in Q2 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.