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

Mascagni Wealth Management’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	$1.02M	Buy	15,129 +269	+2%	+$18.1K	0.64%	46
2026 Q1	$950K	Buy	14,860 +1,765	+13%	+$117K	0.68%	45
2025 Q4	$870K	Sell	13,095 -351	-3%	-$23K	0.65%	50
2025 Q3	$874K	Sell	13,446 -6,784	-34%	-$433K	0.68%	45
2025 Q2	$1.27M	Buy	20,230 +665	+3%	+$40.1K	1.08%	30
2025 Q1	$1.17M	Hold	19,565	–	–	1.16%	25
2024 Q4	$1.17M	Buy	+19,565	New	+$1.22M	1.16%	25

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

Mascagni Wealth Management's HELO Position: Q2 2026 in Review

Mascagni Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.8% in Q2 2026, buying an estimated $18.1K and bringing the position to 15,129 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #46.

Mascagni Wealth Management first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Mascagni Wealth Management held 15,129 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.02M as of Q2 2026.
Mascagni Wealth Management bought 269 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $18.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.64% of Mascagni Wealth Management's portfolio in Q2 2026, its #46 holding.
Mascagni Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.27M in Q2 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.