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Pinnacle Associates’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Pinnacle Associates’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 		$25.7M Buy
380,100
+142,540
+60% +$9.57M 0.28% 84
2026
Q1 		$15.2M Buy
237,560
+121,757
+105% +$8.06M 0.2% 116
2025
Q4 		$7.69M Buy
115,803
+40,181
+53% +$2.64M 0.1% 199
2025
Q3 		$4.92M Buy
75,622
+27,832
+58% +$1.78M 0.07% 249
2025
Q2 		$2.99M Buy
47,790
+37,740
+376% +$2.28M 0.04% 323
2025
Q1 		$600K Buy
+10,050
New +$623K 0.01% 578

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Associates's HELO Position: Q2 2026 in Review

Pinnacle Associates increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 60% in Q2 2026, buying an estimated $9.57M and bringing the position to 380,100 shares worth $25.7M. The position accounts for 0.28% of the portfolio, ranked #84.

Pinnacle Associates first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Pinnacle Associates held 380,100 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $25.7M as of Q2 2026.
  • Pinnacle Associates bought 142,540 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $9.57M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.28% of Pinnacle Associates's portfolio in Q2 2026, its #84 holding.
  • Pinnacle Associates first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.