Legacy Wealth Management (Idaho)’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.32M	Sell	19,604 -5,089	-21%	-$342K	0.55%	47
2026 Q1	$1.58M	Sell	24,693 -264	-1%	-$17.5K	0.78%	28
2025 Q4	$1.66M	Buy	24,957 +1,451	+6%	+$95.3K	0.79%	27
2025 Q3	$1.53M	Buy	23,506 +1,222	+5%	+$78K	0.69%	34
2025 Q2	$1.39M	Buy	22,284 +5,998	+37%	+$362K	0.73%	29
2025 Q1	$972K	Sell	16,286 -1,244	-7%	-$77.1K	0.69%	32
2024 Q4	$1.1M	Sell	17,530 -15,890	-48%	-$990K	0.7%	28
2024 Q3	$2.1M	Buy	+33,420	New	+$1.98M	1.22%	18

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

Legacy Wealth Management (Idaho)'s HELO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q2 2026, selling an estimated $342K and leaving 19,604 shares worth $1.32M. The position accounts for 0.55% of the portfolio, ranked #47.

Legacy Wealth Management (Idaho) first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q3 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Legacy Wealth Management (Idaho) held 19,604 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.32M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 5,089 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $342K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.55% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #47 holding.
Legacy Wealth Management (Idaho) first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.1M in Q3 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.