Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cetera Investment Advisers’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 		$113M Buy
1,679,081
+94,735
+6% +$6.36M 0.1% 195
2026
Q1 		$101M Buy
1,584,346
+656,912
+71% +$43.5M 0.11% 177
2025
Q4 		$61.6M Buy
927,434
+181,551
+24% +$11.9M 0.07% 279
2025
Q3 		$48.5M Sell
745,883
-669,768
-47% -$42.8M 0.06% 329
2025
Q2 		$88.6M Sell
1,415,651
-100,311
-7% -$6.05M 0.15% 137
2025
Q1 		$90.5M Buy
1,515,962
+547,444
+57% +$33.9M 0.18% 110
2024
Q4 		$60.1M Buy
968,518
+205,983
+27% +$12.8M 0.13% 165
2024
Q3 		$46.6M Buy
762,535
+574,536
+306% +$34M 0.1% 198
2024
Q2 		$11M Buy
187,999
+87,191
+86% +$4.94M 0.03% 635
2024
Q1 		$5.64M Buy
+100,808
New +$5.49M 0.01% 925

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
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 $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers's HELO Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6% in Q2 2026, buying an estimated $6.36M and bringing the position to 1,679,081 shares worth $113M. The position accounts for 0.1% of the portfolio, ranked #195.

Cetera Investment Advisers first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Cetera Investment Advisers held 1,679,081 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $113M as of Q2 2026.
  • Cetera Investment Advisers bought 94,735 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $6.36M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q2 2026, its #195 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.