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 Q3	$4.19M	Buy	60,641 +2,326	+4%	+$160K	2.06%	12
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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Echo Wealth Management's HELO Position: Q3 2026 in Review

Echo Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4% in Q3 2026, buying an estimated $160K and bringing the position to 60,641 shares worth $4.19M. The position accounts for 2.06% of the portfolio, ranked #12.

Echo Wealth Management first reported a position in HELO in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.89M in Q3 2025. 71 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Echo Wealth Management held 60,641 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.19M as of Q3 2026.
Echo Wealth Management bought 2,326 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $160K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.06% of Echo Wealth Management's portfolio in Q3 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 12 quarters since.
Echo Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.89M in Q3 2025.
71 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.