Capital Analysts LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital Analysts LLC’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	$1.46M	Buy	21,571 +3,342	+18%	+$224K	0.03%	310
2026 Q1	$1.17M	Buy	18,229 +4,731	+35%	+$313K	0.03%	313
2025 Q4	$897K	Buy	13,498 +2,465	+22%	+$162K	0.02%	329
2025 Q3	$717K	Buy	11,033 +202	+2%	+$12.9K	0.02%	366
2025 Q2	$678K	Buy	10,831 +1,209	+13%	+$73K	0.02%	336
2025 Q1	$574K	Buy	9,622 +7,248	+305%	+$449K	0.02%	343
2024 Q4	$147K	Buy	+2,374	New	+$148K	0.01%	537

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 Analysts LLC's HELO Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 18% in Q2 2026, buying an estimated $224K and bringing the position to 21,571 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #310.

Capital Analysts LLC first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Capital Analysts LLC held 21,571 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.46M as of Q2 2026.
Capital Analysts LLC bought 3,342 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $224K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #310 holding.
Capital Analysts LLC first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.