Echo Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Echo Wealth 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 Q1	$3.54M	Sell	55,343 -15,976	-22%	-$1.06M	2.04%	12
2025 Q4	$4.74M	Sell	71,319 -19,346	-21%	-$1.27M	2.77%	12
2025 Q3	$5.89M	Buy	90,665 +6,395	+8%	+$408K	3.44%	10
2025 Q2	$5.27M	Buy	84,270 +14,024	+20%	+$846K	3.23%	11
2025 Q1	$4.19M	Buy	70,246 +14,407	+26%	+$893K	2.83%	12
2024 Q4	$3.46M	Buy	55,839 +3,670	+7%	+$229K	2.39%	12
2024 Q3	$3.2M	Buy	52,169 +3,902	+8%	+$231K	2.23%	13
2024 Q2	$2.83M	Buy	48,267 +11,389	+31%	+$645K	2.13%	14
2024 Q1	$2.06M	Buy	36,878 +452	+1%	+$24.6K	1.71%	18
2023 Q4	$1.93M	Buy	+36,426	New	+$1.87M	1.8%	17

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Echo Wealth Management's HELO Position: Q1 2026 in Review

Echo Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 22% in Q1 2026, selling an estimated $1.06M and leaving 55,343 shares worth $3.54M. The position accounts for 2.04% of the portfolio, ranked #12.

Echo Wealth Management first reported a position in HELO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.89M in Q3 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Echo Wealth Management held 55,343 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.54M as of Q1 2026.
Echo Wealth Management sold 15,976 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.06M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.04% of Echo Wealth Management's portfolio in Q1 2026, its #12 holding.
Echo Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 10 quarters since.
Echo Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.89M in Q3 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.