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

NewEdge 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	$12.6M	Sell	185,983 -19,439	-9%	-$1.31M	0.04%	428
2026 Q1	$13.1M	Sell	205,422 -4,251	-2%	-$282K	0.05%	375
2025 Q4	$13.9M	Buy	209,673 +77,710	+59%	+$5.1M	0.05%	336
2025 Q3	$8.58M	Buy	131,963 +58,867	+81%	+$3.76M	0.04%	437
2025 Q2	$4.57M	Buy	73,096 +23,263	+47%	+$1.4M	0.02%	601
2025 Q1	$2.97M	Buy	49,833 +39,216	+369%	+$2.43M	0.02%	691
2024 Q4	$659K	Buy	+10,617	New	+$661K	﹤0.01%	1391

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 22.9% 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

NewEdge Advisors's HELO Position: Q2 2026 in Review

NewEdge Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.5% in Q2 2026, selling an estimated $1.31M and leaving 185,983 shares worth $12.6M. The position accounts for 0.04% of the portfolio, ranked #428.

NewEdge Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

NewEdge Advisors held 185,983 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $12.6M as of Q2 2026.
NewEdge Advisors sold 19,439 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.31M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #428 holding.
NewEdge Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
NewEdge Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $13.9M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.