Capital Advisors Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital Advisors Wealth Management’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	$225K	Buy	3,332 +5	+0.2%	+$336	0.03%	217
2026 Q1	$213K	Buy	3,327 +3	+0.1%	+$199	0.03%	206
2025 Q4	$221K	Buy	+3,324	New	+$218K	0.03%	204

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

Capital Advisors Wealth Management's HELO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.15% in Q2 2026, buying an estimated $336 and bringing the position to 3,332 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #217.

Capital Advisors Wealth Management first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Capital Advisors Wealth Management held 3,332 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $225K as of Q2 2026.
Capital Advisors Wealth Management bought 5 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $336.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #217 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.