Good Life Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Good Life 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
2025 Q2	$670K	Buy	+10,705	New	+$646K	0.04%	267

Other funds holding HELO

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Good Life Advisors's HELO Position: Q2 2025 in Review

Good Life Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2025: 10,705 shares worth $670K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings.

324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

Good Life Advisors held 10,705 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $670K as of Q2 2025.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Good Life Advisors position in Q2 2025.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Good Life Advisors's portfolio in Q2 2025, its #267 holding.
324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.