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Grant Private Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Grant Private 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 		$1.99M Sell
29,448
-4,163
-12% -$280K 0.84% 20
2026
Q1 		$2.15M Sell
33,611
-4,733
-12% -$313K 1.14% 16
2025
Q4 		$2.55M Buy
38,344
+1,517
+4% +$99.6K 1.54% 14
2025
Q3 		$2.39M Buy
+36,827
New +$2.35M 1.48% 13
2025
Q2 		– Sell
-37,149
Closed -$2.22M – 93
2025
Q1 		$2.22M Buy
37,149
+12,534
+51% +$777K 2.39% 8
2024
Q4 		$1.53M Buy
+24,615
New +$1.53M 1.65% 18

Other funds holding HELO

Wealth Enhancement Advisory Services
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Grant Private Wealth Management's HELO Position: Q2 2026 in Review

Grant Private Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q2 2026, selling an estimated $280K and leaving 29,448 shares worth $1.99M. The position accounts for 0.84% of the portfolio, ranked #20.

Grant Private Wealth Management first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2025. 114 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Grant Private Wealth Management held 29,448 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.99M as of Q2 2026.
  • Grant Private Wealth Management sold 4,163 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $280K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.84% of Grant Private Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Grant Private Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
  • Grant Private Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.55M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.