Atria Investments’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Atria Investments’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	$829K	Buy	12,269 +379	+3%	+$25.5K	0.01%	1215
2026 Q1	$760K	Buy	11,890 +335	+3%	+$22.2K	0.01%	1215
2025 Q4	$768K	Sell	11,555 -56,910	-83%	-$3.74M	0.01%	1215
2025 Q3	$4.45M	Buy	68,465 +8,473	+14%	+$541K	0.05%	425
2025 Q2	$3.75M	Buy	+59,992	New	+$3.62M	0.04%	485
2024 Q4	–	Sell	-156,567	Closed	-$9.57M	–	1912
2024 Q3	$9.57M	Buy	+156,567	New	+$9.28M	0.12%	198

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

Atria Investments's HELO Position: Q2 2026 in Review

Atria Investments increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 12,269 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #1215.

Atria Investments first reported a position in HELO in Q3 2024 and has held it in 6 quarters since. The position peaked at $9.57M in Q3 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Atria Investments held 12,269 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $829K as of Q2 2026.
Atria Investments bought 379 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $25.5K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1215 holding.
Atria Investments first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 6 quarters since.
Atria Investments's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $9.57M in Q3 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.