Kestra Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kestra Advisory Services’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	$9.77M	Sell	144,550 -8,095	-5%	-$544K	0.03%	529
2026 Q1	$9.76M	Buy	152,645 +31,302	+26%	+$2.07M	0.04%	475
2025 Q4	$8.06M	Buy	121,343 +35,534	+41%	+$2.33M	0.03%	502
2025 Q3	$5.58M	Buy	85,809 +30,970	+56%	+$1.98M	0.03%	630
2025 Q2	$3.43M	Buy	54,839 +17,660	+47%	+$1.07M	0.02%	808
2025 Q1	$2.22M	Buy	37,179 +18,718	+101%	+$1.16M	0.01%	939
2024 Q4	$1.15M	Buy	18,461 +11,463	+164%	+$714K	0.01%	1331
2024 Q3	$428K	Buy	6,998 +2,053	+42%	+$122K	﹤0.01%	1866
2024 Q2	$290K	Buy	+4,945	New	+$280K	﹤0.01%	2136

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

Kestra Advisory Services's HELO Position: Q2 2026 in Review

Kestra Advisory Services reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.3% in Q2 2026, selling an estimated $544K and leaving 144,550 shares worth $9.77M. The position accounts for 0.03% of the portfolio, ranked #529.

Kestra Advisory Services first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Kestra Advisory Services held 144,550 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $9.77M as of Q2 2026.
Kestra Advisory Services sold 8,095 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $544K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #529 holding.
Kestra Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.