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Clarity Retirement & Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Clarity Retirement & Wealth’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 		$2.37M Sell
35,039
-13,698
-28% -$920K 1.63% 13
2026
Q1 		$3.11M Buy
48,737
+10,349
+27% +$685K 2.51% 12
2025
Q4 		$2.55M Buy
+38,388
New +$2.52M 2.24% 11

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

Clarity Retirement & Wealth's HELO Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 28% in Q2 2026, selling an estimated $920K and leaving 35,039 shares worth $2.37M. The position accounts for 1.63% of the portfolio, ranked #13.

Clarity Retirement & Wealth first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.11M in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Clarity Retirement & Wealth held 35,039 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.37M as of Q2 2026.
  • Clarity Retirement & Wealth sold 13,698 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $920K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 1.63% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #13 holding.
  • Clarity Retirement & Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.11M in Q1 2026.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.