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

Intrua Financial’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 		$201K Buy
+2,971
New +$200K 0.02% 482
2026
Q1 		– Sell
-3,321
Closed -$221K – 473
2025
Q4 		$221K Buy
+3,321
New +$218K 0.02% 433

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

Intrua Financial's HELO Position: Q2 2026 in Review

Intrua Financial opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 2,971 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #482 among its holdings. This is a return to the name: Intrua Financial previously reported a position in HELO as recently as Q4 2025.

Intrua Financial first reported a position in HELO in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Intrua Financial held 2,971 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $201K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Intrua Financial position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #482 holding.
  • Intrua Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
  • Intrua Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $221K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.