Equitable Holdings’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Equitable Holdings’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	$3.62M	Buy	53,583 +6,971	+15%	+$468K	0.02%	549
2026 Q1	$3.1M	Buy	46,612 +10,575	+29%	+$700K	0.02%	585
2025 Q4	$2.39M	Sell	36,037 -45,566	-56%	-$2.99M	0.02%	585
2025 Q3	$5.3M	Sell	81,603 -1,086	-1%	-$69.4K	0.04%	335
2025 Q2	$5.17M	Buy	82,689 +3,276	+4%	+$198K	0.04%	317
2025 Q1	$4.74M	Buy	79,413 +72,315	+1,019%	+$4.48M	0.05%	303
2024 Q4	$440K	Buy	+7,098	New	+$442K	﹤0.01%	906

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

Equitable Holdings's HELO Position: Q2 2026 in Review

Equitable Holdings increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 15% in Q2 2026, buying an estimated $468K and bringing the position to 53,583 shares worth $3.62M. The position accounts for 0.02% of the portfolio, ranked #549.

Equitable Holdings first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.3M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Equitable Holdings held 53,583 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.62M as of Q2 2026.
Equitable Holdings bought 6,971 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $468K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #549 holding.
Equitable Holdings first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Equitable Holdings's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.3M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.