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Owl Creek Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Owl Creek Wealth Partners’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 		$11.8M Buy
173,970
+7,136
+4% +$479K 3.44% 7
2026
Q1 		$10.7M Buy
+166,834
New +$11M 3.8% 6

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FMWA
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Owl Creek Wealth Partners's HELO Position: Q2 2026 in Review

Owl Creek Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.3% in Q2 2026, buying an estimated $479K and bringing the position to 173,970 shares worth $11.8M. The position accounts for 3.44% of the portfolio, ranked #7.

Owl Creek Wealth Partners first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Owl Creek Wealth Partners held 173,970 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $11.8M as of Q2 2026.
  • Owl Creek Wealth Partners bought 7,136 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $479K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 3.44% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Owl Creek Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.