Highline Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Highline Wealth Partners’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	$2.97K	Buy	+44	New	+$2.96K	﹤0.01%	1045
2025 Q4	–	Sell	-3,907	Closed	-$254K	–	1116
2025 Q3	$254K	Buy	+3,907	New	+$250K	0.07%	95

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

Highline Wealth Partners's HELO Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 44 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in HELO as recently as Q3 2025.

Highline Wealth Partners first reported a position in HELO in Q3 2025 and has held it in 2 quarters since. The position peaked at $254K in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Highline Wealth Partners held 44 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.97K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Highline Wealth Partners position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1045 holding.
Highline Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 2 quarters since.
Highline Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $254K in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.