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 Q3	$465K	Hold	6,729	–	–	0.35%	43
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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

BLVD Private Wealth's HELO Position: Q3 2026 in Review

BLVD Private Wealth held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q3 2026 at 6,729 shares worth $465K. The position accounts for 0.35% of the portfolio, ranked #43.

BLVD Private Wealth first reported a position in HELO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q2 2025. 146 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

BLVD Private Wealth held 6,729 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $465K as of Q3 2026.
BLVD Private Wealth left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.35% of BLVD Private Wealth's portfolio in Q3 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 6 quarters since.
BLVD Private Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.22M in Q2 2025.
146 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.