Janney Montgomery Scott’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Janney Montgomery Scott’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	$3.01M	Buy	44,497 +4,046	+10%	+$272K	0.01%	1257
2026 Q1	$2.58M	Sell	40,451 -5,173	-11%	-$343K	0.01%	1153
2025 Q4	$3.03M	Buy	45,624 +2,238	+5%	+$147K	0.01%	1140
2025 Q3	$2.82M	Sell	43,386 -15,442	-26%	-$986K	0.01%	1152
2025 Q2	$3.68M	Sell	58,828 -28,706	-33%	-$1.73M	0.01%	937
2025 Q1	$5.22M	Sell	87,534 -2,962	-3%	-$184K	0.01%	762
2024 Q4	$5.61M	Buy	90,496 +12,740	+16%	+$793K	0.02%	742
2024 Q3	$4.75M	Buy	77,756 +29,776	+62%	+$1.76M	0.01%	784
2024 Q2	$2.81M	Buy	47,980 +1,391	+3%	+$78.7K	0.01%	946
2024 Q1	$2.61M	Buy	+46,589	New	+$2.54M	0.01%	1031

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

Janney Montgomery Scott's HELO Position: Q2 2026 in Review

Janney Montgomery Scott increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 10% in Q2 2026, buying an estimated $272K and bringing the position to 44,497 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #1257.

Janney Montgomery Scott first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.61M in Q4 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Janney Montgomery Scott held 44,497 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.01M as of Q2 2026.
Janney Montgomery Scott bought 4,046 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $272K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1257 holding.
Janney Montgomery Scott first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Janney Montgomery Scott's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.61M in Q4 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.