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

Concurrent Investment 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	$1.67M	Sell	24,755 -6,143	-20%	-$413K	0.01%	778
2026 Q1	$1.97M	Sell	30,898 -1,598	-5%	-$106K	0.02%	622
2025 Q4	$2.16M	Sell	32,496 -1,565	-5%	-$103K	0.02%	546
2025 Q3	$2.21M	Buy	34,061 +3,759	+12%	+$240K	0.04%	434
2025 Q2	$1.9M	Sell	30,302 -5,936	-16%	-$358K	0.04%	445
2025 Q1	$2.16M	Buy	36,238 +5,863	+19%	+$364K	0.05%	350
2024 Q4	$1.88M	Buy	30,375 +7,133	+31%	+$444K	0.05%	338
2024 Q3	$1.42M	Buy	23,242 +5,434	+31%	+$322K	0.04%	387
2024 Q2	$1.04M	Buy	17,808 +7,000	+65%	+$396K	0.03%	423
2024 Q1	$605K	Buy	+10,808	New	+$588K	0.02%	492

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 22.9% 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

Concurrent Investment Advisors's HELO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 20% in Q2 2026, selling an estimated $413K and leaving 24,755 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #778.

Concurrent Investment Advisors first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Concurrent Investment Advisors held 24,755 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.67M as of Q2 2026.
Concurrent Investment Advisors sold 6,143 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $413K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #778 holding.
Concurrent Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.21M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.