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

McDonald 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 		$3.09M Buy
45,741
+14,551
+47% +$977K 0.75% 35
2026
Q1 		$1.99M Buy
31,190
+14,691
+89% +$973K 0.47% 58
2025
Q4 		$1.1M Buy
16,499
+7,192
+77% +$472K 0.35% 76
2025
Q3 		$605K Buy
9,307
+2,307
+33% +$147K 0.18% 125
2025
Q2 		$438K Buy
+7,000
New +$422K 0.11% 182

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McDonald Partners's HELO Position: Q2 2026 in Review

McDonald Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 47% in Q2 2026, buying an estimated $977K and bringing the position to 45,741 shares worth $3.09M. The position accounts for 0.75% of the portfolio, ranked #35.

McDonald Partners first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • McDonald Partners held 45,741 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.09M as of Q2 2026.
  • McDonald Partners bought 14,551 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $977K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.75% of McDonald Partners's portfolio in Q2 2026, its #35 holding.
  • McDonald Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.