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Bond & Devick Financial Network’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bond & Devick Financial Network’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 		$300K Buy
+4,441
New +$298K 0.07% 155

Other funds holding HELO

LPL Financial
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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

Bond & Devick Financial Network's HELO Position: Q2 2026 in Review

Bond & Devick Financial Network opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 4,441 shares worth $300K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings.

389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Bond & Devick Financial Network held 4,441 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $300K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Bond & Devick Financial Network position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of Bond & Devick Financial Network's portfolio in Q2 2026, its #155 holding.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.