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

BLVD 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	$455K	Hold	6,729	–	–	0.34%	43
2026 Q1	$430K	Sell	6,729 -413	-6%	-$27.3K	0.37%	41
2025 Q4	$474K	Sell	7,142 -447	-6%	-$29.3K	0.41%	38
2025 Q3	$493K	Sell	7,589 -27,885	-79%	-$1.78M	0.42%	40
2025 Q2	$2.22M	Buy	+35,474	New	+$2.14M	2.09%	12

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

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

BLVD Private Wealth held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 6,729 shares worth $455K. The position accounts for 0.34% of the portfolio, ranked #43.

BLVD Private Wealth first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

BLVD Private Wealth held 6,729 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $455K as of Q2 2026.
BLVD Private Wealth left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.34% of BLVD Private Wealth's portfolio in Q2 2026, its #43 holding.
BLVD Private Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
BLVD Private Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.22M in Q2 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.