Blue Trust Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Blue Trust 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	$10.1K	Buy	149 +30	+25%	+$2.02K	﹤0.01%	1865
2026 Q1	$7.61K	Hold	119	–	–	﹤0.01%	1899
2025 Q4	$7.91K	Sell	119 -14,401	-99%	-$946K	﹤0.01%	1916
2025 Q3	$944K	Buy	14,520 +147	+1%	+$9.39K	0.01%	316
2025 Q2	$899K	Buy	14,373 +23	+0.2%	+$1.39K	0.01%	302
2025 Q1	$856K	Buy	14,350 +8,771	+157%	+$544K	0.01%	272
2024 Q4	$346K	Buy	5,579 +21	+0.4%	+$1.31K	﹤0.01%	490
2024 Q3	$325K	Buy	+5,558	New	+$329K	﹤0.01%	642

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

Blue Trust Inc's HELO Position: Q2 2026 in Review

Blue Trust Inc increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 25% in Q2 2026, buying an estimated $2.02K and bringing the position to 149 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Blue Trust Inc first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $944K in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Blue Trust Inc held 149 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.1K as of Q2 2026.
Blue Trust Inc bought 30 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.02K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1865 holding.
Blue Trust Inc first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Blue Trust Inc's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $944K in Q3 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.