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 Q2	$3.94M	Buy	58,315 +2,972	+5%	+$200K	2.01%	12
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 $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

Echo Wealth Management's HELO Position: Q2 2026 in Review

Echo Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.4% in Q2 2026, buying an estimated $200K and bringing the position to 58,315 shares worth $3.94M. The position accounts for 2.01% of the portfolio, ranked #12.

Echo Wealth Management first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.89M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Echo Wealth Management held 58,315 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.94M as of Q2 2026.
Echo Wealth Management bought 2,972 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $200K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.01% of Echo Wealth Management's portfolio in Q2 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 11 quarters since.
Echo Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.89M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.