Boston Family Office’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Boston Family Office’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	$479K	Sell	7,088 -7,077	-50%	-$475K	0.03%	228
2026 Q1	$905K	Buy	14,165 +3,705	+35%	+$245K	0.06%	177
2025 Q4	$695K	Buy	10,460 +2,030	+24%	+$133K	0.04%	184
2025 Q3	$548K	Buy	+8,430	New	+$538K	0.03%	202

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

Boston Family Office's HELO Position: Q2 2026 in Review

Boston Family Office reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 50% in Q2 2026, selling an estimated $475K and leaving 7,088 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #228.

Boston Family Office first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. The position peaked at $905K in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Boston Family Office held 7,088 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $479K as of Q2 2026.
Boston Family Office sold 7,077 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $475K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #228 holding.
Boston Family Office first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
Boston Family Office's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $905K in Q1 2026.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.