Ausdal Financial Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ausdal Financial Partners’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	$539K	Sell	7,981 -504	-6%	-$33.8K	0.02%	611
2026 Q1	$542K	Buy	8,485 +156	+2%	+$10.3K	0.02%	559
2025 Q4	$553K	Sell	8,329 -1,020	-11%	-$67K	0.03%	510
2025 Q3	$608K	Buy	9,349 +5,529	+145%	+$353K	0.03%	496
2025 Q2	$239K	Sell	3,820 -32,370	-89%	-$1.95M	0.02%	609
2025 Q1	$2.16M	Buy	36,190 +5,612	+18%	+$348K	0.16%	138
2024 Q4	$1.9M	Buy	+30,578	New	+$1.9M	0.16%	134

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

Ausdal Financial Partners's HELO Position: Q2 2026 in Review

Ausdal Financial Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.9% in Q2 2026, selling an estimated $33.8K and leaving 7,981 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #611.

Ausdal Financial Partners first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q1 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Ausdal Financial Partners held 7,981 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $539K as of Q2 2026.
Ausdal Financial Partners sold 504 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $33.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #611 holding.
Ausdal Financial Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Ausdal Financial Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.16M in Q1 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.