Benjamin Edwards Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Benjamin Edwards Inc’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	$1.17M	Hold	17,324	–	–	0.01%	743
2026 Q1	$1.11M	Buy	17,324 +2,000	+13%	+$132K	0.01%	722
2025 Q4	$1.02M	Hold	15,324	–	–	0.01%	706
2025 Q3	$996K	Buy	15,324 +160	+1%	+$10.2K	0.01%	695
2025 Q2	$949K	Hold	15,164	–	–	0.01%	644
2025 Q1	$905K	Buy	15,164 +1,164	+8%	+$72.2K	0.01%	606
2024 Q4	$869K	Hold	14,000	–	–	0.01%	655
2024 Q3	$856K	Buy	+14,000	New	+$829K	0.01%	638

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 22.9% 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

Benjamin Edwards Inc's HELO Position: Q2 2026 in Review

Benjamin Edwards Inc held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 17,324 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #743.

Benjamin Edwards Inc first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Benjamin Edwards Inc held 17,324 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.17M as of Q2 2026.
Benjamin Edwards Inc left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #743 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.