Cresset Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cresset Asset Management’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	$3.38M	Buy	49,989 +8,268	+20%	+$555K	0.01%	512
2026 Q1	$2.67M	Buy	41,721 +10,006	+32%	+$663K	0.01%	491
2025 Q4	$2.11M	Buy	31,715 +26,496	+508%	+$1.74M	0.01%	555
2025 Q3	$339K	Buy	+5,219	New	+$333K	﹤0.01%	1194

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

Cresset Asset Management's HELO Position: Q2 2026 in Review

Cresset Asset Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 20% in Q2 2026, buying an estimated $555K and bringing the position to 49,989 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #512.

Cresset Asset Management first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Cresset Asset Management held 49,989 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.38M as of Q2 2026.
Cresset Asset Management bought 8,268 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $555K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #512 holding.
Cresset Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.