Pinnacle Wealth Management Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$19.8M	Buy	293,065 +107,635	+58%	+$7.23M	1.18%	21
2026 Q1	$11.9M	Buy	185,430 +95,513	+106%	+$6.32M	0.81%	31
2025 Q4	$5.97M	Buy	89,917 +31,144	+53%	+$2.04M	0.41%	53
2025 Q3	$3.82M	Buy	58,773 +19,385	+49%	+$1.24M	0.29%	74
2025 Q2	$2.46M	Buy	39,388 +33,598	+580%	+$2.03M	0.2%	95
2025 Q1	$346K	Buy	+5,790	New	+$359K	0.03%	264

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

Pinnacle Wealth Management Advisory Group's HELO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 58% in Q2 2026, buying an estimated $7.23M and bringing the position to 293,065 shares worth $19.8M. The position accounts for 1.18% of the portfolio, ranked #21.

Pinnacle Wealth Management Advisory Group first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 293,065 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $19.8M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 107,635 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $7.23M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.18% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #21 holding.
Pinnacle Wealth Management Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.