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HELO icon

Birchbrook’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Birchbrook’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 		$343 Hold
5
– – ﹤0.01% 291
2026
Q1 		$324 Hold
5
– – ﹤0.01% 276
2025
Q4 		$336 Hold
5
– – ﹤0.01% 283
2025
Q3 		$328 Hold
5
– – ﹤0.01% 256
2025
Q2 		$316 Hold
5
– – ﹤0.01% 260
2025
Q1 		$300 Hold
5
– – ﹤0.01% 254
2024
Q4 		$312 Hold
5
– – ﹤0.01% 282
2024
Q3 		$307 Buy
+5
New +$296 ﹤0.01% 255

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Birchbrook's HELO Position: Q2 2026 in Review

Birchbrook held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 5 shares worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Birchbrook 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.

  • Birchbrook held 5 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $343 as of Q2 2026.
  • Birchbrook 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 Birchbrook's portfolio in Q2 2026, its #291 holding.
  • Birchbrook 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 Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.