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

Baker Tilly 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	$1.04M	Hold	15,455	–	–	0.22%	84
2026 Q1	$988K	Hold	15,455	–	–	0.24%	83
2025 Q4	$1.03M	Hold	15,455	–	–	0.25%	79
2025 Q3	$1M	Buy	15,455 +2,995	+24%	+$191K	0.23%	88
2025 Q2	$780K	Buy	12,460 +5,602	+82%	+$338K	0.28%	81
2025 Q1	$409K	Buy	+6,858	New	+$425K	0.16%	142

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

Baker Tilly Wealth Management's HELO Position: Q2 2026 in Review

Baker Tilly Wealth Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 15,455 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #84.

Baker Tilly Wealth Management first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Baker Tilly Wealth Management held 15,455 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.04M as of Q2 2026.
Baker Tilly Wealth Management left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.22% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #84 holding.
Baker Tilly Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.