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

Peterson Wealth 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	$49.5M	Buy	732,936 +26,619	+4%	+$1.79M	5.85%	5
2026 Q1	$45.1M	Buy	706,317 +21,763	+3%	+$1.44M	6%	4
2025 Q4	$45.5M	Buy	684,554 +54,301	+9%	+$3.57M	6.06%	4
2025 Q3	$41M	Buy	630,253 +40,369	+7%	+$2.58M	6.13%	5
2025 Q2	$36.9M	Buy	589,884 +11,289	+2%	+$681K	6.09%	5
2025 Q1	$33M	Sell	578,595 -19,678	-3%	-$1.22M	6.39%	4
2024 Q4	$37.3M	Buy	598,273 +42,666	+8%	+$2.66M	6.73%	4
2024 Q3	$34M	Buy	555,607 +45,261	+9%	+$2.68M	6.42%	5
2024 Q2	$29.9M	Buy	510,346 +43,551	+9%	+$2.47M	6.27%	5
2024 Q1	$26.1M	Buy	466,795 +189,530	+68%	+$10.3M	5.55%	6
2023 Q4	$14.7M	Buy	+277,265	New	+$14.2M	3.48%	7

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

Peterson Wealth Advisors's HELO Position: Q2 2026 in Review

Peterson Wealth Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.8% in Q2 2026, buying an estimated $1.79M and bringing the position to 732,936 shares worth $49.5M. The position accounts for 5.85% of the portfolio, ranked #5.

Peterson Wealth Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Peterson Wealth Advisors held 732,936 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $49.5M as of Q2 2026.
Peterson Wealth Advisors bought 26,619 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.79M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 5.85% of Peterson Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.