Madison Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Madison Wealth Partners’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	$939K	Buy	13,899 +1,263	+10%	+$84.8K	0.12%	97
2026 Q1	$808K	Buy	12,636 +628	+5%	+$41.6K	0.13%	81
2025 Q4	$798K	Buy	12,008 +691	+6%	+$45.4K	0.15%	69
2025 Q3	$736K	Buy	11,317 +2,481	+28%	+$158K	0.15%	73
2025 Q2	$553K	Buy	8,836 +3,315	+60%	+$200K	0.12%	80
2025 Q1	$330K	Buy	5,521 +803	+17%	+$49.8K	0.08%	108
2024 Q4	$293K	Buy	4,718 +559	+13%	+$34.8K	0.08%	120
2024 Q3	$254K	Buy	4,159 +437	+12%	+$25.9K	0.08%	128
2024 Q2	$218K	Buy	+3,722	New	+$211K	0.07%	122

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

Madison Wealth Partners's HELO Position: Q2 2026 in Review

Madison Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 10% in Q2 2026, buying an estimated $84.8K and bringing the position to 13,899 shares worth $939K. The position accounts for 0.12% of the portfolio, ranked #97.

Madison Wealth Partners first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Madison Wealth Partners held 13,899 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $939K as of Q2 2026.
Madison Wealth Partners bought 1,263 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $84.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.12% of Madison Wealth Partners's portfolio in Q2 2026, its #97 holding.
Madison Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.