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Lavaca Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Lavaca Capital’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 		– Sell
-23
Closed -$1.47K – 366
2026
Q1 		$1.47K Buy
+23
New +$1.52K ﹤0.01% 279

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lavaca Capital's HELO Position: Q2 2026 in Review

Lavaca Capital sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 23 shares — an estimated $1.47K sold.

Lavaca Capital first reported a position in HELO in Q1 2026 and held it in 1 quarter. The position peaked at $1.47K in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Lavaca Capital reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
  • Lavaca Capital sold 23 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.47K.
  • Lavaca Capital first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and held it in 1 quarter.
  • Lavaca Capital's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.47K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.