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

Kennedy Investment 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	$2.71M	Sell	40,081 -552	-1%	-$37.1K	0.92%	25
2026 Q1	$2.6M	Sell	40,633 -5,591	-12%	-$370K	1.02%	22
2025 Q4	$3.07M	Sell	46,224 -724	-2%	-$47.5K	1.16%	20
2025 Q3	$3.05M	Sell	46,948 -1,272	-3%	-$81.2K	1.21%	19
2025 Q2	$3.02M	Sell	48,220 -4,753	-9%	-$287K	1.28%	20
2025 Q1	$3.16M	Buy	52,973 +5,944	+13%	+$369K	1.47%	18
2024 Q4	$2.92M	Buy	47,029 +8,430	+22%	+$525K	1.32%	17
2024 Q3	$2.36M	Buy	38,599 +14,116	+58%	+$836K	1.09%	23
2024 Q2	$1.43M	Buy	+24,483	New	+$1.39M	0.73%	31

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

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

Kennedy Investment Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.4% in Q2 2026, selling an estimated $37.1K and leaving 40,081 shares worth $2.71M. The position accounts for 0.92% of the portfolio, ranked #25.

Kennedy Investment Group first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.16M in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Kennedy Investment Group held 40,081 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.71M as of Q2 2026.
Kennedy Investment Group sold 552 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $37.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.92% of Kennedy Investment Group's portfolio in Q2 2026, its #25 holding.
Kennedy Investment Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Kennedy Investment Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.16M in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.