Genesis Private Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Genesis Private 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	$294K	Buy	4,354 +12	+0.3%	+$806	0.08%	135
2026 Q1	$277K	Buy	4,342 +122	+3%	+$8.08K	0.09%	137
2025 Q4	$280K	Buy	4,220 +13	+0.3%	+$854	0.09%	132
2025 Q3	$273K	Buy	+4,207	New	+$269K	0.11%	106

Other funds holding HELO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

Genesis Private Wealth's HELO Position: Q2 2026 in Review

Genesis Private Wealth increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.28% in Q2 2026, buying an estimated $806 and bringing the position to 4,354 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #135.

Genesis Private Wealth first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Genesis Private Wealth held 4,354 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $294K as of Q2 2026.
Genesis Private Wealth bought 12 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $806.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #135 holding.
Genesis Private Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
83 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.