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 Q3	$29.1M	Buy	421,242 +41,142	+11%	+$2.84M	0.33%	72
2026 Q2	$25.7M	Buy	380,100 +142,540	+60%	+$9.6M	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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Pinnacle Associates's HELO Position: Q3 2026 in Review

Pinnacle Associates increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q3 2026, buying an estimated $2.84M and bringing the position to 421,242 shares worth $29.1M. The position accounts for 0.33% of the portfolio, ranked #72.

Pinnacle Associates first reported a position in HELO in Q1 2025 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Pinnacle Associates held 421,242 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $29.1M as of Q3 2026.
Pinnacle Associates bought 41,142 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $2.84M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.33% of Pinnacle Associates's portfolio in Q3 2026, its #72 holding.
Pinnacle Associates first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.