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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Madison Wealth Partners's HELO Position: Q1 2026 in Review

Madison Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.2% in Q1 2026, buying an estimated $41.6K and bringing the position to 12,636 shares worth $808K. The position accounts for 0.13% of the portfolio, ranked #81.

Madison Wealth Partners first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Madison Wealth Partners held 12,636 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $808K as of Q1 2026.
Madison Wealth Partners bought 628 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $41.6K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.13% of Madison Wealth Partners's portfolio in Q1 2026, its #81 holding.
Madison Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.