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

Harbour 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	$3.21M	Buy	47,572 +2,606	+6%	+$175K	0.04%	389
2026 Q1	$2.87M	Buy	44,966 +1,216	+3%	+$80.5K	0.04%	392
2025 Q4	$2.91M	Buy	43,750 +1,848	+4%	+$121K	0.06%	305
2025 Q3	$2.72M	Buy	41,902 +1,992	+5%	+$127K	0.06%	275
2025 Q2	$2.5M	Buy	39,910 +39,263	+6,068%	+$2.37M	0.06%	277
2025 Q1	$38.6K	Hold	647	–	–	﹤0.01%	1901
2024 Q4	$40.1K	Buy	647 +206	+47%	+$12.8K	﹤0.01%	1821
2024 Q3	$27K	Sell	441 -625	-59%	-$37K	﹤0.01%	1923
2024 Q2	$62.4K	Buy	1,066 +314	+42%	+$17.8K	﹤0.01%	1463
2024 Q1	$42.1K	Buy	+752	New	+$40.9K	﹤0.01%	1611

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

Harbour Investments's HELO Position: Q2 2026 in Review

Harbour Investments increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.8% in Q2 2026, buying an estimated $175K and bringing the position to 47,572 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #389.

Harbour Investments first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Harbour Investments held 47,572 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.21M as of Q2 2026.
Harbour Investments bought 2,606 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $175K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #389 holding.
Harbour Investments first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.