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

Lifelong 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	$10.1M	Buy	149,775 +2,028	+1%	+$136K	2.38%	8
2026 Q1	$9.44M	Buy	147,747 +5,015	+4%	+$332K	2.51%	7
2025 Q4	$9.48M	Sell	142,732 -7,649	-5%	-$502K	2.51%	7
2025 Q3	$9.77M	Buy	150,381 +14,434	+11%	+$922K	2.91%	6
2025 Q2	$8.51M	Buy	+135,947	New	+$8.2M	2.82%	6

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

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

Lifelong Wealth Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.4% in Q2 2026, buying an estimated $136K and bringing the position to 149,775 shares worth $10.1M. The position accounts for 2.38% of the portfolio, ranked #8.

Lifelong Wealth Advisors first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Lifelong Wealth Advisors held 149,775 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.1M as of Q2 2026.
Lifelong Wealth Advisors bought 2,028 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $136K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.38% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Lifelong Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.