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

Citadel 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	–	Sell	-28,397	Closed	-$1.81M	–	14164
2026 Q1	$1.81M	Buy	+28,397	New	+$1.88M	﹤0.01%	6283
2025 Q4	–	Sell	-11,799	Closed	-$767K	–	13220
2025 Q3	$767K	Sell	11,799 -27,986	-70%	-$1.79M	﹤0.01%	8127
2025 Q2	$2.49M	Buy	+39,785	New	+$2.4M	﹤0.01%	5313
2024 Q2	–	Sell	-4,442	Closed	-$249K	–	14742
2024 Q1	$249K	Buy	+4,442	New	+$242K	﹤0.01%	9875
2023 Q4	–	Sell	-199,982	Closed	-$9.97M	–	14688
2023 Q3	$9.97M	Buy	+199,982	New	+$9.97M	﹤0.01%	2693

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

Citadel Advisors's HELO Position: Q2 2026 in Review

Citadel Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 28,397 shares — an estimated $1.81M sold.

Citadel Advisors first reported a position in HELO in Q3 2023 and held it in 5 quarters. The position peaked at $9.97M in Q3 2023. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Citadel Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 28,397 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.81M.
Citadel Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and held it in 5 quarters.
Citadel Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $9.97M in Q3 2023.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.