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HHM Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

HHM Wealth 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
2026
Q2 		$33.1K Hold
490
– – ﹤0.01% 450
2026
Q1 		$31.3K Buy
+490
New +$32.4K ﹤0.01% 437

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

HHM Wealth Advisors's HELO Position: Q2 2026 in Review

HHM Wealth Advisors held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 490 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

HHM Wealth Advisors first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • HHM Wealth Advisors held 490 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $33.1K as of Q2 2026.
  • HHM Wealth Advisors left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • HHM Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.