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

OneDigital 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	$6.47M	Buy	95,728 +4,440	+5%	+$298K	0.05%	274
2026 Q1	$5.83M	Buy	91,288 +23,335	+34%	+$1.55M	0.06%	256
2025 Q4	$4.51M	Buy	67,953 +60,656	+831%	+$3.98M	0.04%	285
2025 Q3	$474K	Buy	+7,297	New	+$466K	﹤0.01%	955
2025 Q1	–	Sell	-75,125	Closed	-$4.66M	–	1447
2024 Q4	$4.66M	Buy	75,125 +37,009	+97%	+$2.3M	0.05%	255
2024 Q3	$2.33M	Buy	38,116 +27,618	+263%	+$1.64M	0.03%	402
2024 Q2	$615K	Buy	+10,498	New	+$594K	0.01%	813

Other funds holding HELO

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

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

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

BCM

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

OneDigital Investment Advisors's HELO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.9% in Q2 2026, buying an estimated $298K and bringing the position to 95,728 shares worth $6.47M. The position accounts for 0.05% of the portfolio, ranked #274.

OneDigital Investment Advisors first reported a position in HELO in Q2 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

OneDigital Investment Advisors held 95,728 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.47M as of Q2 2026.
OneDigital Investment Advisors bought 4,440 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $298K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #274 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 7 quarters since.
247 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.