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

Parallel 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	$20.2K	Sell	299 -235	-44%	-$15.8K	﹤0.01%	2616
2026 Q1	$34.1K	Hold	534	–	–	﹤0.01%	2214
2025 Q4	$35.5K	Sell	534 -660	-55%	-$43.3K	﹤0.01%	2027
2025 Q3	$77.6K	Hold	1,194	–	–	﹤0.01%	1550
2025 Q2	$74.7K	Buy	1,194 +694	+139%	+$41.9K	﹤0.01%	1503
2025 Q1	$29.8K	Buy	+500	New	+$31K	﹤0.01%	1930

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

Parallel Advisors's HELO Position: Q2 2026 in Review

Parallel Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 44% in Q2 2026, selling an estimated $15.8K and leaving 299 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Parallel Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.6K in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Parallel Advisors held 299 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $20.2K as of Q2 2026.
Parallel Advisors sold 235 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $15.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2616 holding.
Parallel Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
Parallel Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $77.6K in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.