Mountain Capital Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mountain Capital Investment 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	$756K	Buy	11,194 +4	+0%	+$269	0.11%	28
2026 Q1	$753K	Sell	11,190 -822	-7%	-$54.4K	0.11%	26
2025 Q4	$805K	Buy	12,012 +1,254	+12%	+$82.3K	0.13%	24
2025 Q3	$700K	Buy	10,758 +3,769	+54%	+$241K	0.12%	27
2025 Q2	$437K	Buy	6,989 +5	+0.1%	+$302	0.08%	33
2025 Q1	$411K	Buy	6,984 +2,137	+44%	+$132K	0.09%	30
2024 Q4	$304K	Buy	4,847 +1,189	+33%	+$74K	0.06%	41
2024 Q3	$230K	Buy	+3,658	New	+$217K	0.05%	46

Other funds holding HELO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Mountain Capital Investment Advisors's HELO Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.04% in Q2 2026, buying an estimated $269 and bringing the position to 11,194 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #28.

Mountain Capital Investment Advisors first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $805K in Q4 2025. 197 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Mountain Capital Investment Advisors held 11,194 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $756K as of Q2 2026.
Mountain Capital Investment Advisors bought 4 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $269.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.11% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #28 holding.
Mountain Capital Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Mountain Capital Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $805K in Q4 2025.
197 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.