CHWM
HELO icon

Cauble & Harre Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cauble & Harre 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 		$278K Buy
4,107
+191
+5% +$12.8K 0.22% 66
2026
Q1 		$265K Sell
3,916
-143
-4% -$9.47K 0.21% 68
2025
Q4 		$270K Buy
+4,059
New +$266K 0.23% 61

Other funds holding HELO

LPL Financial
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
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

Cauble & Harre Wealth Management's HELO Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,107 shares worth $278K. The position accounts for 0.22% of the portfolio, ranked #66.

Cauble & Harre Wealth Management first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Cauble & Harre Wealth Management held 4,107 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $278K as of Q2 2026.
  • Cauble & Harre Wealth Management bought 191 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $12.8K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.22% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.