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Aptus Capital Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Aptus Capital 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 		$26.6K Buy
394
+269
+215% +$18.1K ﹤0.01% 1474
2026
Q1 		$7.99K Hold
125
– – ﹤0.01% 1516
2025
Q4 		$8.3K Hold
125
– – ﹤0.01% 1510
2025
Q3 		$8.13K Hold
125
– – ﹤0.01% 1446
2025
Q2 		$7.82K Sell
125
-159
-56% -$9.6K ﹤0.01% 1384
2025
Q1 		$16.9K Sell
284
-79
-22% -$4.9K ﹤0.01% 1234
2024
Q4 		$22.6K Buy
363
+238
+190% +$14.8K ﹤0.01% 1196
2024
Q3 		$7.64K Hold
125
– – ﹤0.01% 1112
2024
Q2 		$7.32K Hold
125
– – ﹤0.01% 1046
2024
Q1 		$7K Buy
+125
New +$6.81K ﹤0.01% 1059

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
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

Aptus Capital Advisors's HELO Position: Q2 2026 in Review

Aptus Capital Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 215% in Q2 2026, buying an estimated $18.1K and bringing the position to 394 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Aptus Capital Advisors first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Aptus Capital Advisors held 394 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $26.6K as of Q2 2026.
  • Aptus Capital Advisors bought 269 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $18.1K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1474 holding.
  • Aptus Capital Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.