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

Avior 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	$11.7M	Buy	173,665 +1,237	+0.7%	+$83.1K	0.31%	75
2026 Q1	$11M	Buy	172,428 +1,854	+1%	+$123K	0.31%	72
2025 Q4	$11.3M	Sell	170,574 -455	-0.3%	-$29.9K	0.35%	61
2025 Q3	$11.1M	Buy	171,029 +1,940	+1%	+$124K	0.36%	62
2025 Q2	$10.6M	Buy	+169,089	New	+$10.2M	0.37%	59

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

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

Avior Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.72% in Q2 2026, buying an estimated $83.1K and bringing the position to 173,665 shares worth $11.7M. The position accounts for 0.31% of the portfolio, ranked #75.

Avior Wealth Management first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Avior Wealth Management held 173,665 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $11.7M as of Q2 2026.
Avior Wealth Management bought 1,237 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $83.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.31% of Avior Wealth Management's portfolio in Q2 2026, its #75 holding.
Avior Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.