Cambridge Investment Research Advisors
HELO icon

Cambridge Investment Research Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cambridge Investment Research Advisors’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 		$33.1M Buy
489,423
+82,279
+20% +$5.53M 0.07% 270
2026
Q1 		$26M Sell
407,144
-210,078
-34% -$13.9M 0.07% 299
2025
Q4 		$41M Buy
617,222
+1,428
+0.2% +$93.8K 0.11% 180
2025
Q3 		$40M Buy
615,794
+131,307
+27% +$8.39M 0.11% 169
2025
Q2 		$30.3M Sell
484,487
-30,313
-6% -$1.83M 0.09% 223
2025
Q1 		$30.7M Buy
514,800
+12,680
+3% +$786K 0.1% 191
2024
Q4 		$31.2M Sell
502,120
-143,223
-22% -$8.92M 0.1% 182
2024
Q3 		$39.5M Buy
645,343
+303,608
+89% +$18M 0.13% 143
2024
Q2 		$20M Sell
341,735
-84,432
-20% -$4.78M 0.07% 263
2024
Q1 		$23.9M Buy
426,167
+408,155
+2,266% +$22.2M 0.09% 211
2023
Q4 		$952K Buy
+18,012
New +$923K ﹤0.01% 1689

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cambridge Investment Research Advisors's HELO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 20% in Q2 2026, buying an estimated $5.53M and bringing the position to 489,423 shares worth $33.1M. The position accounts for 0.07% of the portfolio, ranked #270.

Cambridge Investment Research Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $41M in Q4 2025. 188 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Cambridge Investment Research Advisors held 489,423 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $33.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 82,279 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $5.53M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #270 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Investment Research Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $41M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.