Northwestern Mutual Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Northwestern Mutual Wealth Management’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	$5.22M	Buy	77,212 +20,072	+35%	+$1.35M	﹤0.01%	837
2026 Q1	$3.65M	Sell	57,140 -38,746	-40%	-$2.57M	﹤0.01%	901
2025 Q4	$6.37M	Buy	95,886 +8,848	+10%	+$581K	﹤0.01%	696
2025 Q3	$5.66M	Buy	87,038 +82,284	+1,731%	+$5.25M	﹤0.01%	699
2025 Q2	$298K	Buy	4,754 +4,290	+925%	+$259K	﹤0.01%	1586
2025 Q1	$27.7K	Sell	464 -138	-23%	-$8.56K	﹤0.01%	2392
2024 Q4	$37.3K	Buy	+602	New	+$37.5K	﹤0.01%	2287

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

Northwestern Mutual Wealth Management's HELO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 35% in Q2 2026, buying an estimated $1.35M and bringing the position to 77,212 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Northwestern Mutual Wealth Management first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.37M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Northwestern Mutual Wealth Management held 77,212 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.22M as of Q2 2026.
Northwestern Mutual Wealth Management bought 20,072 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.35M.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #837 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Northwestern Mutual Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $6.37M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.