BlueDoor Private Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

BlueDoor Private Wealth’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	$6.37M	Sell	94,221 -28,433	-23%	-$1.91M	2.68%	8
2026 Q1	$7.84M	Buy	122,654 +12,569	+11%	+$832K	3.63%	2
2025 Q4	$7.31M	Buy	+110,085	New	+$7.23M	3.38%	5

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

BlueDoor Private Wealth's HELO Position: Q2 2026 in Review

BlueDoor Private Wealth reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 23% in Q2 2026, selling an estimated $1.91M and leaving 94,221 shares worth $6.37M. The position accounts for 2.68% of the portfolio, ranked #8.

BlueDoor Private Wealth first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.84M in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

BlueDoor Private Wealth held 94,221 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.37M as of Q2 2026.
BlueDoor Private Wealth sold 28,433 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.91M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.68% of BlueDoor Private Wealth's portfolio in Q2 2026, its #8 holding.
BlueDoor Private Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
BlueDoor Private Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.84M in Q1 2026.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.