Axis Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Axis Wealth 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	$709K	Sell	10,493 -16	-0.2%	-$1.07K	0.34%	78
2026 Q1	$672K	Buy	10,509 +1,395	+15%	+$92.4K	0.36%	76
2025 Q4	$605K	Buy	9,114 +656	+8%	+$43.1K	0.33%	82
2025 Q3	$550K	Buy	8,458 +977	+13%	+$62.4K	0.32%	90
2025 Q2	$468K	Buy	7,481 +1,237	+20%	+$74.7K	0.31%	94
2025 Q1	$373K	Buy	6,244 +639	+11%	+$39.6K	0.28%	97
2024 Q4	$348K	Buy	+5,605	New	+$349K	0.29%	95

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

Axis Wealth Partners's HELO Position: Q2 2026 in Review

Axis Wealth Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.15% in Q2 2026, selling an estimated $1.07K and leaving 10,493 shares worth $709K. The position accounts for 0.34% of the portfolio, ranked #78.

Axis Wealth Partners first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Axis Wealth Partners held 10,493 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $709K as of Q2 2026.
Axis Wealth Partners sold 16 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.07K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.34% of Axis Wealth Partners's portfolio in Q2 2026, its #78 holding.
Axis Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.