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

Investment Planning 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 		$331K Buy
4,900
+806
+20% +$54.1K 0.08% 90
2026
Q1 		$262K Sell
4,094
-6
-0.1% -$397 0.07% 92
2025
Q4 		$272K Buy
4,100
+4
+0.1% +$263 0.08% 79
2025
Q3 		$266K Sell
4,096
-199,346
-98% -$12.7M 0.08% 79
2025
Q2 		$12.7M Buy
+203,442
New +$12.3M 4.5% 9

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

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

Investment Planning Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 20% in Q2 2026, buying an estimated $54.1K and bringing the position to 4,900 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #90.

Investment Planning Advisors first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Investment Planning Advisors held 4,900 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $331K as of Q2 2026.
  • Investment Planning Advisors bought 806 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $54.1K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #90 holding.
  • Investment Planning Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
  • Investment Planning Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $12.7M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.