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Focus Partners Advisor Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Focus Partners Advisor Solutions’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 		$931K Sell
13,780
-1,759
-11% -$118K 0.01% 599
2026
Q1 		$993K Buy
+15,539
New +$1.03M 0.01% 560
2024
Q4 		– Sell
-9,528
Closed -$583K – 813
2024
Q3 		$583K Sell
9,528
-35
-0.4% -$2.07K 0.01% 414
2024
Q2 		$560K Buy
+9,563
New +$541K 0.01% 346

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Advisor Solutions's HELO Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q2 2026, selling an estimated $118K and leaving 13,780 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #599.

Focus Partners Advisor Solutions first reported a position in HELO in Q2 2024 and has held it in 4 quarters since. The position peaked at $993K in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Focus Partners Advisor Solutions held 13,780 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $931K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 1,759 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $118K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #599 holding.
  • Focus Partners Advisor Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 4 quarters since.
  • Focus Partners Advisor Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $993K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.