DeDora Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

DeDora Capital’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	$5.95M	Buy	88,005 +12,693	+17%	+$852K	1.29%	24
2026 Q1	$4.81M	Buy	75,312 +6,021	+9%	+$399K	1.18%	24
2025 Q4	$4.6M	Buy	69,291 +14,530	+27%	+$954K	1.09%	27
2025 Q3	$3.56M	Buy	54,761 +6,385	+13%	+$408K	0.86%	29
2025 Q2	$3.03M	Buy	48,376 +25,215	+109%	+$1.52M	0.79%	31
2025 Q1	$1.38M	Buy	23,161 +4,559	+25%	+$283K	0.4%	52
2024 Q4	$1.15M	Buy	18,602 +3,333	+22%	+$208K	0.32%	56
2024 Q3	$934K	Buy	15,269 +3,574	+31%	+$212K	0.26%	66
2024 Q2	$685K	Buy	11,695 +2,750	+31%	+$156K	0.21%	70
2024 Q1	$501K	Buy	8,945 +3,297	+58%	+$180K	0.16%	83
2023 Q4	$299K	Buy	+5,648	New	+$289K	0.1%	93

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

DeDora Capital's HELO Position: Q2 2026 in Review

DeDora Capital increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 17% in Q2 2026, buying an estimated $852K and bringing the position to 88,005 shares worth $5.95M. The position accounts for 1.29% of the portfolio, ranked #24.

DeDora Capital first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

DeDora Capital held 88,005 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.95M as of Q2 2026.
DeDora Capital bought 12,693 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $852K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.29% of DeDora Capital's portfolio in Q2 2026, its #24 holding.
DeDora Capital first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.