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

Forvis Mazars 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 		$225M Buy
3,326,812
+432,788
+15% +$29.1M 3.75% 3
2026
Q1 		$185M Buy
2,894,024
+257,174
+10% +$17M 3.51% 3
2025
Q4 		$175M Buy
2,636,850
+242,965
+10% +$16M 3.31% 3
2025
Q3 		$156M Buy
2,393,885
+230,295
+11% +$14.7M 3.09% 4
2025
Q2 		$135M Buy
2,163,590
+268,943
+14% +$16.2M 2.92% 6
2025
Q1 		$113M Buy
1,894,647
+509,058
+37% +$31.6M 2.71% 7
2024
Q4 		$86M Buy
1,385,589
+418,404
+43% +$26.1M 1.98% 8
2024
Q3 		$59.1M Buy
967,185
+611,599
+172% +$36.2M 1.36% 14
2024
Q2 		$20.8M Buy
+355,586
New +$20.1M 0.52% 35

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HELO Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 15% in Q2 2026, buying an estimated $29.1M and bringing the position to 3,326,812 shares worth $225M. The position accounts for 3.75% of the portfolio, ranked #3.

Forvis Mazars Wealth Advisors 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.

  • Forvis Mazars Wealth Advisors held 3,326,812 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $225M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 432,788 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $29.1M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 3.75% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Forvis Mazars Wealth Advisors 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 Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.