Koshinski Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Koshinski Asset Management’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	$1.67M	Sell	24,693 -1,158	-4%	-$77.8K	0.09%	204
2026 Q1	$1.65M	Buy	25,851 +3,157	+14%	+$209K	0.1%	184
2025 Q4	$1.51M	Buy	22,694 +5,465	+32%	+$359K	0.1%	195
2025 Q3	$1.12M	Buy	17,229 +6,069	+54%	+$388K	0.08%	246
2025 Q2	$698K	Buy	+11,160	New	+$674K	0.05%	333

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

Koshinski Asset Management's HELO Position: Q2 2026 in Review

Koshinski Asset Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.5% in Q2 2026, selling an estimated $77.8K and leaving 24,693 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #204.

Koshinski Asset Management first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Koshinski Asset Management held 24,693 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.67M as of Q2 2026.
Koshinski Asset Management sold 1,158 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $77.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.09% of Koshinski Asset Management's portfolio in Q2 2026, its #204 holding.
Koshinski Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.