Avestar Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Avestar Capital’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	$220K	Sell	3,256 -1,558	-32%	-$105K	0.01%	507
2026 Q1	$308K	Hold	4,814	–	–	0.02%	432
2025 Q4	$320K	Hold	4,814	–	–	0.02%	406
2025 Q3	$313K	Sell	4,814 -7,832	-62%	-$500K	0.02%	407
2025 Q2	$791K	Sell	12,646 -15,134	-54%	-$913K	0.05%	257
2025 Q1	$1.66M	Buy	27,780 +11,670	+72%	+$724K	0.14%	125
2024 Q4	$999K	Hold	16,110	–	–	0.08%	173
2024 Q3	$985K	Buy	+16,110	New	+$955K	0.1%	158
2024 Q2	–	Sell	-35,560	Closed	-$1.99M	–	488
2024 Q1	$1.99M	Buy	+35,560	New	+$1.94M	0.21%	92

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

Avestar Capital's HELO Position: Q2 2026 in Review

Avestar Capital reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 32% in Q2 2026, selling an estimated $105K and leaving 3,256 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #507.

Avestar Capital first reported a position in HELO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q1 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Avestar Capital held 3,256 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $220K as of Q2 2026.
Avestar Capital sold 1,558 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $105K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #507 holding.
Avestar Capital first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 9 quarters since.
Avestar Capital's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.99M in Q1 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.