Foundations Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Foundations Investment 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	$5.33M	Buy	78,806 +9,016	+13%	+$605K	0.05%	239
2026 Q1	$4.46M	Buy	69,790 +15,520	+29%	+$1.03M	0.06%	243
2025 Q4	$3.61M	Buy	54,270 +4,158	+8%	+$273K	0.05%	261
2025 Q3	$3.26M	Buy	50,112 +3,004	+6%	+$192K	0.05%	257
2025 Q2	$2.95M	Buy	47,108 +6,787	+17%	+$410K	0.05%	263
2025 Q1	$2.41M	Buy	40,321 +12,126	+43%	+$752K	0.04%	272
2024 Q4	$1.75M	Buy	28,195 +5,475	+24%	+$341K	0.03%	307
2024 Q3	$1.39M	Buy	22,720 +19,246	+554%	+$1.14M	0.03%	317
2024 Q2	$203K	Sell	3,474 -458	-12%	-$25.9K	﹤0.01%	721
2024 Q1	$220K	Buy	+3,932	New	+$214K	0.01%	654

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

Foundations Investment Advisors's HELO Position: Q2 2026 in Review

Foundations Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 13% in Q2 2026, buying an estimated $605K and bringing the position to 78,806 shares worth $5.33M. The position accounts for 0.05% of the portfolio, ranked #239.

Foundations Investment Advisors first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Foundations Investment Advisors held 78,806 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.33M as of Q2 2026.
Foundations Investment Advisors bought 9,016 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $605K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #239 holding.
Foundations Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.