Kingswood Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kingswood Wealth Advisors’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	$1.56M	Sell	23,071 -77	-0.3%	-$5.17K	0.06%	304
2026 Q1	$1.48M	Buy	23,148 +3,379	+17%	+$224K	0.07%	285
2025 Q4	$1.31M	Buy	19,769 +2,607	+15%	+$171K	0.06%	296
2025 Q3	$1.12M	Buy	17,162 +3,588	+26%	+$229K	0.07%	300
2025 Q2	$849K	Sell	13,574 -85	-0.6%	-$5.13K	0.07%	295
2025 Q1	$815K	Buy	13,659 +6,071	+80%	+$376K	0.07%	291
2024 Q4	$471K	Buy	+7,588	New	+$473K	0.04%	460

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

Kingswood Wealth Advisors's HELO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.33% in Q2 2026, selling an estimated $5.17K and leaving 23,071 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #304.

Kingswood Wealth Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Kingswood Wealth Advisors held 23,071 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.56M as of Q2 2026.
Kingswood Wealth Advisors sold 77 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $5.17K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #304 holding.
Kingswood Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.