Global Retirement Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Global Retirement Partners’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	$485K	Buy	+7,177	New	+$482K	0.01%	1043
2025 Q4	$550K	Buy	8,279 +505	+6%	+$33.2K	0.01%	911
2025 Q3	$505K	Buy	7,774 +66	+0.9%	+$4.21K	0.01%	767
2025 Q2	$482K	Buy	+7,708	New	+$465K	0.01%	728
2024 Q4	$442K	Buy	7,121 +4,224	+146%	+$263K	0.01%	676
2024 Q3	$177K	Buy	2,897 +726	+33%	+$43K	0.01%	960
2024 Q2	$127K	Buy	2,171 +326	+18%	+$18.5K	﹤0.01%	1076
2024 Q1	$103K	Buy	1,845 +1,215	+193%	+$66.2K	﹤0.01%	1070
2023 Q4	$33.5K	Buy	+630	New	+$32.3K	﹤0.01%	1533

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

Global Retirement Partners's HELO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 7,177 shares worth $485K. The stake represents 0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HELO as recently as Q4 2025.

Global Retirement Partners first reported a position in HELO in Q4 2023 and has held it in 9 quarters since. The position peaked at $550K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Global Retirement Partners held 7,177 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $485K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1043 holding.
Global Retirement Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $550K in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.