Envestnet Asset Management
HELO icon

Envestnet Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Envestnet Asset 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 		$117M Sell
1,727,596
-836,682
-33% -$56.2M 0.03% 515
2026
Q1 		$164M Buy
2,564,278
+689,557
+37% +$45.7M 0.04% 376
2025
Q4 		$125M Sell
1,874,721
-892,245
-32% -$58.6M 0.04% 434
2025
Q3 		$180M Buy
2,766,966
+200,643
+8% +$12.8M 0.05% 346
2025
Q2 		$161M Buy
2,566,323
+324,692
+14% +$19.6M 0.05% 366
2025
Q1 		$134M Buy
2,241,631
+703,364
+46% +$43.6M 0.04% 379
2024
Q4 		$95.4M Buy
1,538,267
+144,949
+10% +$9.03M 0.03% 478
2024
Q3 		$85.2M Buy
1,393,318
+978,827
+236% +$58M 0.03% 525
2024
Q2 		$24.3M Buy
414,491
+289,914
+233% +$16.4M 0.01% 1022
2024
Q1 		$6.97M Buy
+124,577
New +$6.78M ﹤0.01% 1754

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management's HELO Position: Q2 2026 in Review

Envestnet Asset Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 33% in Q2 2026, selling an estimated $56.2M and leaving 1,727,596 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #515.

Envestnet Asset Management first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $180M in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Envestnet Asset Management held 1,727,596 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $117M as of Q2 2026.
  • Envestnet Asset Management sold 836,682 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $56.2M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #515 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $180M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.