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

Athena 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 		$285K Sell
4,210
-534
-11% -$35.9K 0.21% 86
2026
Q1 		$303K Sell
4,744
-2,600
-35% -$172K 0.25% 77
2025
Q4 		$488K Buy
+7,344
New +$482K 0.47% 50

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

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

Athena Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q2 2026, selling an estimated $35.9K and leaving 4,210 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #86.

Athena Wealth Management first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q4 2025. 97 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Athena Wealth Management held 4,210 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $285K as of Q2 2026.
  • Athena Wealth Management sold 534 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $35.9K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.21% of Athena Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Athena Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $488K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.