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

Perennial 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 Q1	$226K	Hold	3,530	–	–	0.02%	453
2025 Q4	$234K	Hold	3,530	–	–	0.02%	434
2025 Q3	$229K	Hold	3,530	–	–	0.02%	430
2025 Q2	$221K	Buy	+3,530	New	+$213K	0.02%	429

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Perennial Investment Advisors's HELO Position: Q1 2026 in Review

Perennial Investment Advisors held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 3,530 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #453.

Perennial Investment Advisors first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. The position peaked at $234K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Perennial Investment Advisors held 3,530 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $226K as of Q1 2026.
Perennial Investment Advisors left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #453 holding.
Perennial Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
Perennial Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $234K in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.