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Birchwood Financial Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Birchwood Financial Partners’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 		$812K Buy
12,016
+2,083
+21% +$140K 0.66% 37
2026
Q1 		$635K Buy
9,933
+713
+8% +$47.2K 0.61% 38
2025
Q4 		$613K Buy
+9,220
New +$605K 0.61% 38

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

Birchwood Financial Partners's HELO Position: Q2 2026 in Review

Birchwood Financial Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q2 2026, buying an estimated $140K and bringing the position to 12,016 shares worth $812K. The position accounts for 0.66% of the portfolio, ranked #37.

Birchwood Financial Partners first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Birchwood Financial Partners held 12,016 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $812K as of Q2 2026.
  • Birchwood Financial Partners bought 2,083 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $140K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.66% of Birchwood Financial Partners's portfolio in Q2 2026, its #37 holding.
  • Birchwood Financial Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.