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

Evolution 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	$1.84M	Buy	27,293 +6	+0%	+$403	0.22%	54
2026 Q1	$1.74M	Sell	27,287 -2,497	-8%	-$165K	0.18%	53
2025 Q4	$1.98M	Sell	29,784 -4,993	-14%	-$328K	0.2%	49
2025 Q3	$2.26M	Sell	34,777 -4,778	-12%	-$305K	0.3%	44
2025 Q2	$2.48M	Buy	39,555 +5	+0%	+$302	0.36%	45
2025 Q1	$2.36M	Buy	39,550 +12,890	+48%	+$799K	0.39%	44
2024 Q4	$1.66M	Buy	+26,660	New	+$1.66M	0.28%	49

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

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

Evolution Wealth Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.02% in Q2 2026, buying an estimated $403 and bringing the position to 27,293 shares worth $1.84M. The position accounts for 0.22% of the portfolio, ranked #54.

Evolution Wealth Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Evolution Wealth Advisors held 27,293 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.84M as of Q2 2026.
Evolution Wealth Advisors bought 6 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $403.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.22% of Evolution Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Evolution Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Evolution Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.48M in Q2 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.