EverSource Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

EverSource Wealth Advisors’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	–	Sell	-19	Closed	-$1.21K	–	4467
2026 Q1	$1.21K	Hold	19	–	–	﹤0.01%	3793
2025 Q4	$1.26K	Hold	19	–	–	﹤0.01%	3646
2025 Q3	$1.24K	Hold	19	–	–	﹤0.01%	3693
2025 Q2	$1.19K	Hold	19	–	–	﹤0.01%	3683
2025 Q1	$1.13K	Hold	19	–	–	﹤0.01%	3187
2024 Q4	$1.18K	Hold	19	–	–	﹤0.01%	2905
2024 Q3	$1.16K	Hold	19	–	–	﹤0.01%	2688
2024 Q2	$1.12K	Hold	19	–	–	﹤0.01%	2720
2024 Q1	$1.04K	Buy	+19	New	+$1.03K	﹤0.01%	2561

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

EverSource Wealth Advisors's HELO Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 19 shares — an estimated $1.21K sold.

EverSource Wealth Advisors first reported a position in HELO in Q1 2024 and held it in 9 quarters. The position peaked at $1.26K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

EverSource Wealth Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 19 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.21K.
EverSource Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and held it in 9 quarters.
EverSource Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.26K in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.