Hughes Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Hughes Financial Services’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	$6.87M	Buy	101,615 +1,074	+1%	+$72.1K	0.91%	17
2026 Q1	$6.43M	Sell	100,541 -496	-0.5%	-$32.8K	0.99%	17
2025 Q4	$6.71M	Sell	101,037 -22,123	-18%	-$1.45M	1.05%	17
2025 Q3	$8.1M	Buy	123,160 +5,393	+5%	+$344K	1.29%	13
2025 Q2	$7.45M	Buy	117,767 +8,660	+8%	+$523K	1.28%	13
2025 Q1	$6.52M	Buy	109,107 +52,723	+94%	+$3.27M	1.28%	17
2024 Q4	$3.5M	Buy	+56,384	New	+$3.51M	0.72%	20

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

Hughes Financial Services's HELO Position: Q2 2026 in Review

Hughes Financial Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.1% in Q2 2026, buying an estimated $72.1K and bringing the position to 101,615 shares worth $6.87M. The position accounts for 0.91% of the portfolio, ranked #17.

Hughes Financial Services first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.1M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Hughes Financial Services held 101,615 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.87M as of Q2 2026.
Hughes Financial Services bought 1,074 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $72.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.91% of Hughes Financial Services's portfolio in Q2 2026, its #17 holding.
Hughes Financial Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $8.1M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.