Jeff Yass’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Jeff Yass’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	$661K	Sell	9,782 -9,273	-49%	-$623K	﹤0.01%	9246
2026 Q1	$1.22M	Buy	19,055 +8,954	+89%	+$593K	﹤0.01%	7379
2025 Q4	$671K	Buy	10,101 +5,442	+117%	+$357K	﹤0.01%	8124
2025 Q3	$303K	Sell	4,659 -9,474	-67%	-$605K	﹤0.01%	10088
2025 Q2	$884K	Sell	14,133 -31,092	-69%	-$1.88M	﹤0.01%	7746
2025 Q1	$2.7M	Buy	45,225 +26,575	+142%	+$1.65M	﹤0.01%	4877
2024 Q4	$1.16M	Sell	18,650 -92,040	-83%	-$5.73M	﹤0.01%	6596
2024 Q3	$6.77M	Buy	110,690 +45,218	+69%	+$2.68M	﹤0.01%	3132
2024 Q2	$3.83M	Buy	65,472 +50,413	+335%	+$2.85M	﹤0.01%	3884
2024 Q1	$843K	Buy	+15,059	New	+$820K	﹤0.01%	7293

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

Jeff Yass's HELO Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 49% in Q2 2026, selling an estimated $623K and leaving 9,782 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #9246.

Jeff Yass first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.77M in Q3 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Jeff Yass held 9,782 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $661K as of Q2 2026.
Jeff Yass sold 9,273 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $623K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9246 holding.
Jeff Yass first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Jeff Yass's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $6.77M in Q3 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.