&Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

&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	$9.22M	Sell	136,304 -27,318	-17%	-$1.83M	0.04%	400
2026 Q1	$10.4M	Buy	163,622 +11,676	+8%	+$773K	0.05%	313
2025 Q4	$10.1M	Buy	151,946 +20,641	+16%	+$1.36M	0.05%	312
2025 Q3	$8.57M	Buy	131,305 +58,197	+80%	+$3.72M	0.05%	299
2025 Q2	$4.58M	Buy	73,108 +56,308	+335%	+$3.4M	0.04%	389
2025 Q1	$1M	Buy	+16,800	New	+$1.04M	0.01%	829

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

&Partners's HELO Position: Q2 2026 in Review

&Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 17% in Q2 2026, selling an estimated $1.83M and leaving 136,304 shares worth $9.22M. The position accounts for 0.04% of the portfolio, ranked #400.

&Partners first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4M in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

&Partners held 136,304 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $9.22M as of Q2 2026.
&Partners sold 27,318 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.83M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #400 holding.
&Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
&Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $10.4M in Q1 2026.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.