Milestone Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Milestone Asset 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	$2.67M	Buy	39,582 +3,175	+9%	+$213K	0.42%	73
2026 Q1	$2.33M	Buy	36,407 +2,833	+8%	+$188K	0.43%	67
2025 Q4	$2.23M	Buy	33,574 +6,916	+26%	+$454K	0.42%	52
2025 Q3	$1.73M	Buy	26,658 +7,458	+39%	+$476K	0.33%	63
2025 Q2	$1.2M	Sell	19,200 -27,031	-58%	-$1.63M	0.25%	72
2025 Q1	$2.76M	Buy	+46,231	New	+$2.87M	0.59%	40

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

Milestone Asset Management's HELO Position: Q2 2026 in Review

Milestone Asset Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.7% in Q2 2026, buying an estimated $213K and bringing the position to 39,582 shares worth $2.67M. The position accounts for 0.42% of the portfolio, ranked #73.

Milestone Asset Management first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Milestone Asset Management held 39,582 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.67M as of Q2 2026.
Milestone Asset Management bought 3,175 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $213K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.42% of Milestone Asset Management's portfolio in Q2 2026, its #73 holding.
Milestone Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
Milestone Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.76M in Q1 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.