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

Focus Partners Wealth’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	$55.7M	Buy	824,518 +43,864	+6%	+$2.95M	0.06%	293
2026 Q1	$49.9M	Buy	780,654 +8,930	+1%	+$591K	0.06%	291
2025 Q4	$50.5M	Buy	771,724 +38,092	+5%	+$2.5M	0.06%	286
2025 Q3	$47.7M	Buy	733,632 +38,938	+6%	+$2.49M	0.08%	220
2025 Q2	$43.5M	Buy	694,694 +23,086	+3%	+$1.39M	0.09%	203
2025 Q1	$40.1M	Buy	671,608 +77,350	+13%	+$4.8M	0.1%	199
2024 Q4	$36.9M	Buy	594,258 +67,208	+13%	+$4.19M	0.1%	204
2024 Q3	$32.2M	Buy	527,050 +486,215	+1,191%	+$28.8M	0.1%	195
2024 Q2	$2.39M	Buy	+40,835	New	+$2.31M	0.01%	624

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

Focus Partners Wealth's HELO Position: Q2 2026 in Review

Focus Partners Wealth increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.6% in Q2 2026, buying an estimated $2.95M and bringing the position to 824,518 shares worth $55.7M. The position accounts for 0.06% of the portfolio, ranked #293.

Focus Partners Wealth first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Focus Partners Wealth held 824,518 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $55.7M as of Q2 2026.
Focus Partners Wealth bought 43,864 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.95M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #293 holding.
Focus Partners Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.