Farther Finance Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Farther Finance 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	$966K	Buy	14,294 +116	+0.8%	+$7.79K	0.01%	1125
2026 Q1	$909K	Buy	14,178 +1,931	+16%	+$128K	0.01%	1028
2025 Q4	$814K	Sell	12,247 -1,127	-8%	-$74K	0.01%	1011
2025 Q3	$869K	Buy	13,374 +1,376	+11%	+$87.9K	0.01%	794
2025 Q2	$751K	Sell	11,998 -17,472	-59%	-$1.05M	0.02%	718
2025 Q1	$1.76M	Buy	+29,470	New	+$1.83M	0.04%	332

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

Farther Finance Advisors's HELO Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.82% in Q2 2026, buying an estimated $7.79K and bringing the position to 14,294 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #1125.

Farther Finance Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q1 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Farther Finance Advisors held 14,294 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $966K as of Q2 2026.
Farther Finance Advisors bought 116 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $7.79K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1125 holding.
Farther Finance Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.76M in Q1 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.