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LRI Investments’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

LRI Investments’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 		$128K Hold
1,899
– – 0.01% 407
2026
Q1 		$121K Hold
1,899
– – 0.01% 382
2025
Q4 		$126K Buy
+1,899
New +$125K 0.01% 373

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

LRI Investments's HELO Position: Q2 2026 in Review

LRI Investments held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 1,899 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #407.

LRI Investments first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • LRI Investments held 1,899 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $128K as of Q2 2026.
  • LRI Investments left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #407 holding.
  • LRI Investments first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.