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Arbor Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Arbor Investment 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 		$246K Buy
+3,647
New +$245K 0.03% 124
2025
Q4 		– Sell
-6,157
Closed -$400K – 119
2025
Q3 		$400K Buy
6,157
+17
+0.3% +$1.09K 0.05% 84
2025
Q2 		$384K Buy
6,140
+1,433
+30% +$86.5K 0.05% 72
2025
Q1 		$281K Buy
+4,707
New +$292K 0.04% 84

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

Arbor Investment Advisors's HELO Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 3,647 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #124 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in HELO as recently as Q3 2025.

Arbor Investment Advisors first reported a position in HELO in Q1 2025 and has held it in 4 quarters since. The position peaked at $400K in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Arbor Investment Advisors held 3,647 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $246K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Arbor Investment Advisors position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Arbor Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Arbor Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 4 quarters since.
  • Arbor Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $400K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.