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

MONECO 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	$6.38M	Sell	94,384 -9,710	-9%	-$652K	0.39%	52
2026 Q1	$6.65M	Sell	104,094 -9,900	-9%	-$656K	0.52%	41
2025 Q4	$7.57M	Buy	113,994 +6,225	+6%	+$409K	0.6%	35
2025 Q3	$7M	Buy	107,769 +5,094	+5%	+$325K	0.58%	36
2025 Q2	$6.43M	Buy	102,675 +73,451	+251%	+$4.43M	0.6%	36
2025 Q1	$1.74M	Buy	29,224 +13,501	+86%	+$837K	0.18%	124
2024 Q4	$975K	Buy	15,723 +7,747	+97%	+$482K	0.1%	180
2024 Q3	$488K	Buy	7,976 +2,762	+53%	+$164K	0.06%	259
2024 Q2	$305K	Buy	+5,214	New	+$295K	0.04%	315

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

MONECO Advisors's HELO Position: Q2 2026 in Review

MONECO Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.3% in Q2 2026, selling an estimated $652K and leaving 94,384 shares worth $6.38M. The position accounts for 0.39% of the portfolio, ranked #52.

MONECO Advisors first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.57M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

MONECO Advisors held 94,384 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.38M as of Q2 2026.
MONECO Advisors sold 9,710 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $652K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.39% of MONECO Advisors's portfolio in Q2 2026, its #52 holding.
MONECO Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
MONECO Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.57M in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.