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

HighTower 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	$69.7M	Buy	1,031,619 +27,149	+3%	+$1.82M	0.07%	288
2026 Q1	$64.2M	Buy	1,004,470 +44,247	+5%	+$2.93M	0.07%	287
2025 Q4	$63.8M	Buy	960,223 +54,812	+6%	+$3.6M	0.07%	283
2025 Q3	$58.9M	Sell	905,411 -323,782	-26%	-$20.7M	0.07%	295
2025 Q2	$76.9M	Buy	1,229,193 +412,361	+50%	+$24.9M	0.1%	223
2025 Q1	$48.7M	Buy	816,832 +73,487	+10%	+$4.56M	0.07%	296
2024 Q4	$46.1M	Buy	743,345 +107,785	+17%	+$6.71M	0.06%	302
2024 Q3	$38.8M	Buy	635,560 +167,439	+36%	+$9.92M	0.06%	330
2024 Q2	$27.4M	Buy	468,121 +382,699	+448%	+$21.7M	0.04%	415
2024 Q1	$4.78M	Buy	+85,422	New	+$4.65M	0.01%	986

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

HighTower Advisors's HELO Position: Q2 2026 in Review

HighTower Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.7% in Q2 2026, buying an estimated $1.82M and bringing the position to 1,031,619 shares worth $69.7M. The position accounts for 0.07% of the portfolio, ranked #288.

HighTower Advisors first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $76.9M in Q2 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

HighTower Advisors held 1,031,619 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $69.7M as of Q2 2026.
HighTower Advisors bought 27,149 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.82M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of HighTower Advisors's portfolio in Q2 2026, its #288 holding.
HighTower Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
HighTower Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $76.9M in Q2 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.