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

Axxcess 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	$1.97M	Buy	+29,081	New	+$1.95M	0.03%	396
2026 Q1	–	Sell	-23,468	Closed	-$1.56M	–	656
2025 Q4	$1.56M	Sell	23,468 -4,157	-15%	-$273K	0.03%	417
2025 Q3	$1.8M	Sell	27,625 -1,535	-5%	-$98K	0.04%	340
2025 Q2	$1.82M	Sell	29,160 -11,661	-29%	-$704K	0.04%	306
2025 Q1	$2.44M	Buy	40,821 +32,681	+401%	+$2.03M	0.06%	234
2024 Q4	$505K	Buy	+8,140	New	+$507K	0.01%	543

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

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

Axxcess Wealth Management opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 29,081 shares worth $1.97M. The stake represents 0.03% of the portfolio and ranks #396 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HELO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q1 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Axxcess Wealth Management held 29,081 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.97M as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Axxcess Wealth Management position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #396 holding.
Axxcess Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
Axxcess Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.44M in Q1 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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