Arkadios Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Arkadios Wealth 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	–	Sell	-3,625	Closed	-$232K	–	1811
2026 Q1	$232K	Sell	3,625 -187	-5%	-$12.4K	﹤0.01%	1493
2025 Q4	$253K	Sell	3,812 -3,452	-48%	-$227K	﹤0.01%	1335
2025 Q3	$472K	Sell	7,264 -263	-3%	-$16.8K	0.01%	957
2025 Q2	$471K	Buy	7,527 +485	+7%	+$29.3K	0.01%	868
2025 Q1	$420K	Sell	7,042 -212	-3%	-$13.1K	0.02%	770
2024 Q4	$450K	Sell	7,254 -240	-3%	-$14.9K	0.02%	581
2024 Q3	$458K	Buy	+7,494	New	+$444K	0.03%	569

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

Arkadios Wealth Advisors's HELO Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 3,625 shares — an estimated $232K sold.

Arkadios Wealth Advisors first reported a position in HELO in Q3 2024 and held it in 7 quarters. The position peaked at $472K in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Arkadios Wealth Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,625 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $232K.
Arkadios Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 7 quarters.
Arkadios Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $472K in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.