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Confluence Wealth Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Confluence Wealth Services’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 		$306K Buy
4,525
+597
+15% +$40.1K 0.01% 398
2026
Q1 		$251K Buy
3,928
+61
+2% +$4.04K 0.01% 336
2025
Q4 		$257K Hold
3,867
– – 0.01% 338
2025
Q3 		$251K Buy
+3,867
New +$247K 0.01% 333

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

Confluence Wealth Services's HELO Position: Q2 2026 in Review

Confluence Wealth Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 15% in Q2 2026, buying an estimated $40.1K and bringing the position to 4,525 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #398.

Confluence Wealth Services first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Confluence Wealth Services held 4,525 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $306K as of Q2 2026.
  • Confluence Wealth Services bought 597 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $40.1K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #398 holding.
  • Confluence Wealth Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.