Beacon Pointe Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Beacon Pointe Advisors’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	$3.69M	Sell	54,656 -483	-0.9%	-$32.4K	0.02%	580
2026 Q1	$3.52M	Sell	55,139 -15,844	-22%	-$1.05M	0.02%	568
2025 Q4	$4.72M	Sell	70,983 -4,693	-6%	-$308K	0.03%	395
2025 Q3	$4.92M	Buy	75,676 +4,407	+6%	+$281K	0.04%	348
2025 Q2	$4.46M	Buy	71,269 +2,564	+4%	+$155K	0.05%	332
2025 Q1	$4.1M	Buy	68,705 +63,831	+1,310%	+$3.96M	0.05%	338
2024 Q4	$302K	Sell	4,874 -2,346	-32%	-$146K	﹤0.01%	1002
2024 Q3	$441K	Sell	7,220 -291	-4%	-$17.2K	0.01%	895
2024 Q2	$440K	Buy	+7,511	New	+$425K	0.01%	919

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

Beacon Pointe Advisors's HELO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.88% in Q2 2026, selling an estimated $32.4K and leaving 54,656 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #580.

Beacon Pointe Advisors first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.92M in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Beacon Pointe Advisors held 54,656 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.69M as of Q2 2026.
Beacon Pointe Advisors sold 483 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $32.4K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #580 holding.
Beacon Pointe Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Beacon Pointe Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.92M in Q3 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.