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High Note Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

High Note Wealth’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
-622
Closed -$39.8K – 985
2026
Q1 		$39.8K Hold
622
– – 0.01% 212
2025
Q4 		$41.3K Buy
+622
New +$40.8K 0.01% 199

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

High Note Wealth's HELO Position: Q2 2026 in Review

High Note Wealth sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 622 shares — an estimated $39.8K sold.

High Note Wealth first reported a position in HELO in Q4 2025 and held it in 2 quarters. The position peaked at $41.3K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • High Note Wealth reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 622 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $39.8K.
  • High Note Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and held it in 2 quarters.
  • High Note Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $41.3K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.