Golden State Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Golden State Wealth Management’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	$618K	Sell	9,149 -67	-0.7%	-$4.5K	0.06%	251
2026 Q1	$589K	Buy	9,216 +537	+6%	+$35.6K	0.06%	224
2025 Q4	$577K	Buy	8,679 +862	+11%	+$56.6K	0.06%	225
2025 Q3	$508K	Buy	7,817 +135	+2%	+$8.62K	0.06%	241
2025 Q2	$481K	Buy	7,682 +571	+8%	+$34.5K	0.06%	246
2025 Q1	$424K	Buy	7,111 +5,301	+293%	+$329K	0.06%	231
2024 Q4	$112K	Buy	+1,810	New	+$113K	0.02%	411

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

Golden State Wealth Management's HELO Position: Q2 2026 in Review

Golden State Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.73% in Q2 2026, selling an estimated $4.5K and leaving 9,149 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #251.

Golden State Wealth Management first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Golden State Wealth Management held 9,149 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $618K as of Q2 2026.
Golden State Wealth Management sold 67 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $4.5K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #251 holding.
Golden State Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.