Investment Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Investment Advisory Group’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	$934K	Buy	13,824 +7,353	+114%	+$494K	0.2%	88
2026 Q1	$414K	Buy	6,471 +448	+7%	+$29.7K	0.11%	124
2025 Q4	$400K	Buy	6,023 +246	+4%	+$16.2K	0.1%	124
2025 Q3	$375K	Buy	5,777 +47	+0.8%	+$3K	0.1%	123
2025 Q2	$359K	Buy	+5,730	New	+$346K	0.11%	119

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

Investment Advisory Group's HELO Position: Q2 2026 in Review

Investment Advisory Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 114% in Q2 2026, buying an estimated $494K and bringing the position to 13,824 shares worth $934K. The position accounts for 0.2% of the portfolio, ranked #88.

Investment Advisory Group first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Investment Advisory Group held 13,824 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $934K as of Q2 2026.
Investment Advisory Group bought 7,353 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $494K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.2% of Investment Advisory Group's portfolio in Q2 2026, its #88 holding.
Investment Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.