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

Claro 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	$233K	Hold	3,450	–	–	0.02%	476
2026 Q1	$220K	Hold	3,450	–	–	0.03%	459
2025 Q4	$229K	Hold	3,450	–	–	0.03%	380
2025 Q3	$224K	Buy	3,450 +150	+5%	+$9.58K	0.03%	362
2025 Q2	$207K	Buy	+3,300	New	+$199K	0.03%	358
2025 Q1	–	Sell	-3,300	Closed	-$205K	–	523
2024 Q4	$205K	Buy	+3,300	New	+$206K	0.03%	465

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

Claro Advisors's HELO Position: Q2 2026 in Review

Claro Advisors held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 3,450 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #476.

Claro Advisors first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Claro Advisors held 3,450 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $233K as of Q2 2026.
Claro Advisors left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #476 holding.
Claro Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.