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

IAG 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	$1.93M	Sell	28,559 -3,893	-12%	-$261K	0.19%	60
2026 Q1	$2.07M	Sell	32,452 -11	-0%	-$728	0.23%	58
2025 Q4	$2.16M	Buy	32,463 +14	+0%	+$919	0.25%	55
2025 Q3	$2.11M	Buy	32,449 +1,094	+3%	+$69.9K	0.25%	54
2025 Q2	$1.96M	Sell	31,355 -2,957	-9%	-$178K	0.26%	53
2025 Q1	$2.05M	Buy	34,312 +595	+2%	+$36.9K	0.32%	47
2024 Q4	$2.09M	Buy	33,717 +27,242	+421%	+$1.7M	0.37%	43
2024 Q3	$396K	Buy	+6,475	New	+$384K	0.07%	77

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

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

IAG Wealth Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q2 2026, selling an estimated $261K and leaving 28,559 shares worth $1.93M. The position accounts for 0.19% of the portfolio, ranked #60.

IAG Wealth Partners first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

IAG Wealth Partners held 28,559 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.93M as of Q2 2026.
IAG Wealth Partners sold 3,893 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $261K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.19% of IAG Wealth Partners's portfolio in Q2 2026, its #60 holding.
IAG Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
IAG Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.16M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.