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Ellis Investment Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ellis Investment 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 		$266K Buy
3,932
+330
+9% +$22.2K 0.04% 244
2026
Q1 		$230K Buy
3,602
+357
+11% +$23.6K 0.04% 244
2025
Q4 		$216K Buy
+3,245
New +$213K 0.04% 236

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ellis Investment Partners's HELO Position: Q2 2026 in Review

Ellis Investment Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.2% in Q2 2026, buying an estimated $22.2K and bringing the position to 3,932 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #244.

Ellis Investment Partners first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Ellis Investment Partners held 3,932 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $266K as of Q2 2026.
  • Ellis Investment Partners bought 330 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $22.2K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Ellis Investment Partners's portfolio in Q2 2026, its #244 holding.
  • Ellis Investment Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.