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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Arkadios Wealth Advisors's HELO Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.9% in Q1 2026, selling an estimated $12.4K and leaving 3,625 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Arkadios Wealth Advisors first reported a position in HELO in Q3 2024 and has held it in 7 quarters since. The position peaked at $472K in Q3 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Arkadios Wealth Advisors held 3,625 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $232K as of Q1 2026.
Arkadios Wealth Advisors sold 187 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $12.4K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1493 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $472K in Q3 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.