IIA
HELO icon

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

Integrity Investment 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 		$931K Sell
13,781
-1,759
-11% -$118K 0.41% 32
2026
Q1 		$993K Sell
15,540
-1,160
-7% -$76.8K 0.54% 29
2025
Q4 		$1.11M Sell
16,700
-48,135
-74% -$3.16M 0.61% 29
2025
Q3 		$4.21M Buy
64,835
+7,873
+14% +$503K 2.79% 11
2025
Q2 		$3.56M Buy
56,962
+390
+0.7% +$23.5K 2.74% 13
2025
Q1 		$3.38M Buy
+56,572
New +$3.51M 3.08% 12

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

Integrity Investment Advisors's HELO Position: Q2 2026 in Review

Integrity Investment Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q2 2026, selling an estimated $118K and leaving 13,781 shares worth $931K. The position accounts for 0.41% of the portfolio, ranked #32.

Integrity Investment Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.21M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Integrity Investment Advisors held 13,781 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $931K as of Q2 2026.
  • Integrity Investment Advisors sold 1,759 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $118K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.41% of Integrity Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Integrity Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrity Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.21M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.