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

Investment Research & 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 		$1.28K Hold
19
– – ﹤0.01% 291
2026
Q1 		$1.21K Hold
19
– – ﹤0.01% 251
2025
Q4 		$1.26K Buy
+19
New +$1.25K ﹤0.01% 244

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 Research & Advisory Group's HELO Position: Q2 2026 in Review

Investment Research & Advisory Group held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 19 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Investment Research & Advisory Group first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Investment Research & Advisory Group held 19 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.28K as of Q2 2026.
  • Investment Research & Advisory Group left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #291 holding.
  • Investment Research & Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.