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

Oak Wealth 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	$7.66M	Sell	113,336 -29	-0%	-$1.95K	3.67%	8
2026 Q1	$7.25M	Buy	113,365 +7,162	+7%	+$474K	3.98%	8
2025 Q4	$7.06M	Sell	106,203 -722	-0.7%	-$47.4K	4.05%	8
2025 Q3	$6.95M	Buy	106,925 +7,311	+7%	+$467K	4.04%	8
2025 Q2	$6.23M	Sell	99,614 -3,901	-4%	-$235K	4%	8
2025 Q1	$6.18M	Buy	103,515 +22,201	+27%	+$1.38M	4.57%	7
2024 Q4	$5.04M	Buy	+81,314	New	+$5.06M	3.88%	9

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

Oak Wealth Advisors's HELO Position: Q2 2026 in Review

Oak Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.03% in Q2 2026, selling an estimated $1.95K and leaving 113,336 shares worth $7.66M. The position accounts for 3.67% of the portfolio, ranked #8.

Oak Wealth Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Oak Wealth Advisors held 113,336 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $7.66M as of Q2 2026.
Oak Wealth Advisors sold 29 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.95K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 3.67% of Oak Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Oak Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.