Cyndeo Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Cyndeo Wealth Partners’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	$1.77M	Buy	26,153 +1,245	+5%	+$83.6K	0.08%	203
2026 Q1	$1.59M	Buy	24,908 +1,006	+4%	+$66.6K	0.08%	192
2025 Q4	$1.59M	Sell	23,902 -19,371	-45%	-$1.27M	0.09%	192
2025 Q3	$2.81M	Buy	43,273 +742	+2%	+$47.4K	0.16%	141
2025 Q2	$2.66M	Buy	42,531 +1,332	+3%	+$80.4K	0.16%	144
2025 Q1	$2.46M	Sell	41,199 -28,870	-41%	-$1.79M	0.16%	145
2024 Q4	$4.35M	Buy	70,069 +3,199	+5%	+$199K	0.29%	95
2024 Q3	$4.09M	Buy	+66,870	New	+$3.96M	0.29%	99

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

Cyndeo Wealth Partners's HELO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5% in Q2 2026, buying an estimated $83.6K and bringing the position to 26,153 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #203.

Cyndeo Wealth Partners first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.35M in Q4 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Cyndeo Wealth Partners held 26,153 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.77M as of Q2 2026.
Cyndeo Wealth Partners bought 1,245 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $83.6K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #203 holding.
Cyndeo Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Cyndeo Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.35M in Q4 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.