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

Maia Wealth’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	–	Sell	-3,629	Closed	-$232K	–	365
2026 Q1	$232K	Sell	3,629 -3	-0.1%	-$199	0.04%	326
2025 Q4	$242K	Sell	3,632 -1	-0%	-$66	0.04%	309
2025 Q3	$239K	Sell	3,633 -4	-0.1%	-$255	0.04%	314
2025 Q2	$228K	Hold	3,637	–	–	0.04%	295
2025 Q1	$213K	Hold	3,637	–	–	0.05%	278
2024 Q4	$230K	Hold	3,637	–	–	0.05%	270
2024 Q3	$225K	Buy	3,637 +9	+0.2%	+$533	0.06%	230
2024 Q2	$215K	Buy	+3,628	New	+$205K	0.06%	211

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

Maia Wealth's HELO Position: Q2 2026 in Review

Maia Wealth sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 3,629 shares — an estimated $232K sold.

Maia Wealth first reported a position in HELO in Q2 2024 and held it in 8 quarters. The position peaked at $242K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Maia Wealth reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Maia Wealth sold 3,629 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $232K.
Maia Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 8 quarters.
Maia Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $242K in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.