Envestnet Portfolio Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Envestnet Portfolio Solutions’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	$3.02M	Sell	44,673 -50,240	-53%	-$3.37M	0.01%	423
2026 Q1	$6.07M	Buy	94,913 +10,748	+13%	+$712K	0.03%	256
2025 Q4	$5.59M	Sell	84,165 -38,101	-31%	-$2.5M	0.02%	344
2025 Q3	$7.95M	Buy	122,266 +9,147	+8%	+$584K	0.03%	262
2025 Q2	$7.08M	Buy	113,119 +16,673	+17%	+$1.01M	0.03%	281
2025 Q1	$5.76M	Buy	96,446 +31,371	+48%	+$1.94M	0.02%	329
2024 Q4	$4.04M	Buy	65,075 +51,019	+363%	+$3.18M	0.01%	451
2024 Q3	$859K	Buy	+14,056	New	+$833K	﹤0.01%	950

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

Envestnet Portfolio Solutions's HELO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 53% in Q2 2026, selling an estimated $3.37M and leaving 44,673 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #423.

Envestnet Portfolio Solutions first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.95M in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Envestnet Portfolio Solutions held 44,673 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.02M as of Q2 2026.
Envestnet Portfolio Solutions sold 50,240 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $3.37M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #423 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.95M in Q3 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.