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

MN Wealth Advisors’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	$1.34M	Sell	19,859 -87	-0.4%	-$5.84K	0.57%	34
2026 Q1	$1.27M	Sell	19,946 -415	-2%	-$27.5K	0.62%	32
2025 Q4	$1.35M	Sell	20,361 -1,126	-5%	-$73.9K	0.68%	29
2025 Q3	$1.4M	Buy	21,487 +378	+2%	+$24.1K	0.75%	27
2025 Q2	$1.32M	Sell	21,109 -186	-0.9%	-$11.2K	0.77%	29
2025 Q1	$1.27M	Buy	21,295 +5,919	+38%	+$367K	0.75%	34
2024 Q4	$954K	Buy	15,376 +2,220	+17%	+$138K	0.54%	45
2024 Q3	$804K	Buy	13,156 +1,989	+18%	+$118K	0.46%	46
2024 Q2	$654K	Buy	11,167 +3,850	+53%	+$218K	0.38%	51
2024 Q1	$410K	Buy	7,317 +1,406	+24%	+$76.6K	0.25%	67
2023 Q4	$313K	Buy	+5,911	New	+$303K	0.22%	69

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

MN Wealth Advisors's HELO Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.44% in Q2 2026, selling an estimated $5.84K and leaving 19,859 shares worth $1.34M. The position accounts for 0.57% of the portfolio, ranked #34.

MN Wealth Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

MN Wealth Advisors held 19,859 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.34M as of Q2 2026.
MN Wealth Advisors sold 87 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $5.84K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.57% of MN Wealth Advisors's portfolio in Q2 2026, its #34 holding.
MN Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.4M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.