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

Palumbo 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	$6.24M	Buy	92,274 +1,943	+2%	+$130K	1.31%	19
2026 Q1	$5.77M	Buy	90,331 +6,614	+8%	+$438K	1.41%	19
2025 Q4	$5.56M	Buy	+83,717	New	+$5.5M	1.37%	17
2025 Q3	–	Sell	-83,999	Closed	-$5.26M	–	199
2025 Q2	$5.26M	Buy	83,999 +7,505	+10%	+$453K	1.63%	14
2025 Q1	$4.57M	Buy	76,494 +20,360	+36%	+$1.26M	1.53%	15
2024 Q4	$3.48M	Buy	+56,134	New	+$3.5M	1.3%	16

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

Palumbo Wealth Management's HELO Position: Q2 2026 in Review

Palumbo Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.2% in Q2 2026, buying an estimated $130K and bringing the position to 92,274 shares worth $6.24M. The position accounts for 1.31% of the portfolio, ranked #19.

Palumbo Wealth Management first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Palumbo Wealth Management held 92,274 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.24M as of Q2 2026.
Palumbo Wealth Management bought 1,943 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $130K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.31% of Palumbo Wealth Management's portfolio in Q2 2026, its #19 holding.
Palumbo Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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