Fidelity Investments’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Fidelity Investments’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	$84.1K	Sell	1,245 -2,967	-70%	-$199K	﹤0.01%	4057
2026 Q1	$269K	Buy	4,212 +3,938	+1,437%	+$261K	﹤0.01%	3366
2025 Q4	$18.2K	Buy	274 +70	+34%	+$4.6K	﹤0.01%	4503
2025 Q3	$13.3K	Buy	204 +155	+316%	+$9.9K	﹤0.01%	4517
2025 Q2	$3.1K	Sell	49 -17	-26%	-$1.03K	﹤0.01%	4795
2025 Q1	$3.94K	Hold	66	–	–	﹤0.01%	4763
2024 Q4	$4.09K	Buy	+66	New	+$4.11K	﹤0.01%	4704
2024 Q3	–	Sell	-1	Closed	-$59	–	5591
2024 Q2	$59	Sell	1 -69	-99%	-$3.91K	﹤0.01%	5024
2024 Q1	$3.92K	Buy	70 +47	+204%	+$2.56K	﹤0.01%	4577
2023 Q4	$1.22K	Buy	+23	New	+$1.18K	﹤0.01%	4727

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

Fidelity Investments's HELO Position: Q2 2026 in Review

Fidelity Investments reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 70% in Q2 2026, selling an estimated $199K and leaving 1,245 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

Fidelity Investments first reported a position in HELO in Q4 2023 and has held it in 10 quarters since. The position peaked at $269K in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Fidelity Investments held 1,245 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $84.1K as of Q2 2026.
Fidelity Investments sold 2,967 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $199K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4057 holding.
Fidelity Investments first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 10 quarters since.
Fidelity Investments's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $269K in Q1 2026.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.