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

Clearstead 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	$1.08M	Buy	+16,000	New	+$1.07M	0.01%	527
2025 Q3	–	Sell	-5,204	Closed	-$326K	–	3154
2025 Q2	$326K	Sell	5,204 -2,161	-29%	-$130K	﹤0.01%	733
2025 Q1	$440K	Buy	+7,365	New	+$457K	0.01%	610

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

Clearstead Advisors's HELO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 16,000 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HELO as recently as Q2 2025.

Clearstead Advisors first reported a position in HELO in Q1 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Clearstead Advisors held 16,000 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.08M as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Clearstead Advisors position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #527 holding.
Clearstead Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 3 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.