Cerity Partners
HELO icon

Cerity Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cerity Partners’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 		$358K Sell
5,300
-1,411
-21% -$94.8K ﹤0.01% 2668
2026
Q1 		$429K Sell
6,711
-1,416
-17% -$93.8K ﹤0.01% 2375
2025
Q4 		$540K Sell
8,127
-324
-4% -$21.3K ﹤0.01% 2052
2025
Q3 		$549K Buy
+8,451
New +$540K ﹤0.01% 1909

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners's HELO Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q2 2026, selling an estimated $94.8K and leaving 5,300 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Cerity Partners first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. The position peaked at $549K in Q3 2025. 375 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Cerity Partners held 5,300 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $358K as of Q2 2026.
  • Cerity Partners sold 1,411 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $94.8K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2668 holding.
  • Cerity Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Cerity Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $549K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.