Cedar Mountain Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cedar Mountain 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	$200K	Hold	2,955	–	–	0.03%	75
2026 Q1	$189K	Hold	2,955	–	–	0.04%	67
2025 Q4	$196K	Hold	2,955	–	–	0.04%	64
2025 Q3	$192K	Hold	2,955	–	–	0.04%	65
2025 Q2	$185K	Hold	2,955	–	–	0.04%	59
2025 Q1	$176K	Sell	2,955 -791	-21%	-$49K	0.04%	57
2024 Q4	$232K	Buy	+3,746	New	+$233K	0.05%	54

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

Cedar Mountain Advisors's HELO Position: Q2 2026 in Review

Cedar Mountain Advisors held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 2,955 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #75.

Cedar Mountain Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $232K in Q4 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Cedar Mountain Advisors held 2,955 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $200K as of Q2 2026.
Cedar Mountain Advisors left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Cedar Mountain Advisors's portfolio in Q2 2026, its #75 holding.
Cedar Mountain Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Cedar Mountain Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $232K in Q4 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.