Gradient Investments’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Gradient Investments’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	–	Sell	-4,097	Closed	-$262K	–	457
2026 Q1	$262K	Sell	4,097 -229,746	-98%	-$15.2M	﹤0.01%	393
2025 Q4	$15.5M	Sell	233,843 -567,776	-71%	-$37.3M	0.25%	120
2025 Q3	$52.1M	Buy	801,619 +15,128	+2%	+$966K	0.87%	30
2025 Q2	$49.2M	Buy	786,491 +3,831	+0.5%	+$231K	0.9%	29
2025 Q1	$46.7M	Sell	782,660 -401,501	-34%	-$24.9M	0.94%	30
2024 Q4	$73.5M	Sell	1,184,161 -444,444	-27%	-$27.7M	1.49%	15
2024 Q3	$99.6M	Buy	1,628,605 +456,050	+39%	+$27M	2.08%	6
2024 Q2	$68.7M	Buy	1,172,555 +389,405	+50%	+$22M	1.54%	15
2024 Q1	$43.8M	Sell	783,150 -23,642	-3%	-$1.29M	1.02%	22
2023 Q4	$42.7M	Buy	+806,792	New	+$41.3M	1.03%	21

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

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

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Gradient Investments's HELO Position: Q2 2026 in Review

Gradient Investments sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 4,097 shares — an estimated $262K sold.

Gradient Investments first reported a position in HELO in Q4 2023 and held it in 10 quarters. The position peaked at $99.6M in Q3 2024. 70 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Gradient Investments reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Gradient Investments sold 4,097 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $262K.
Gradient Investments first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and held it in 10 quarters.
Gradient Investments's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $99.6M in Q3 2024.
70 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.