N.E.W. Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

N.E.W. Advisory Services’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	$109K	Sell	1,616 -119	-7%	-$7.99K	0.01%	284
2026 Q1	$111K	Sell	1,735 -228	-12%	-$15.1K	0.01%	274
2025 Q4	$130K	Buy	1,963 +213	+12%	+$14K	0.01%	251
2025 Q3	$114K	Sell	1,750 -41,648	-96%	-$2.66M	0.01%	233
2025 Q2	$2.72M	Sell	43,398 -330,828	-88%	-$20M	0.26%	44
2025 Q1	$22.3M	Buy	374,226 +202,086	+117%	+$12.5M	1.71%	15
2024 Q4	$10.7M	Buy	+172,140	New	+$10.7M	1.01%	21

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 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

N.E.W. Advisory Services's HELO Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6.9% in Q2 2026, selling an estimated $7.99K and leaving 1,616 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #284.

N.E.W. Advisory Services first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.3M in Q1 2025. 277 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

N.E.W. Advisory Services held 1,616 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $109K as of Q2 2026.
N.E.W. Advisory Services sold 119 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $7.99K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #284 holding.
N.E.W. Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
N.E.W. Advisory Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $22.3M in Q1 2025.
277 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.