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Pinnacle Financial Partners (Georgia)’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$434K Sell
6,415
-15
-0.2% -$1.01K ﹤0.01% 894
2026
Q1 		$411K Hold
6,430
– – ﹤0.01% 860
2025
Q4 		$427K Buy
+6,430
New +$422K ﹤0.01% 830

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FMWA
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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 Financial Partners (Georgia)'s HELO Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.23% in Q2 2026, selling an estimated $1.01K and leaving 6,415 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Pinnacle Financial Partners (Georgia) first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 6,415 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $434K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 15 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.01K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #894 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.