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

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

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. 390 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.
390 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.