PrairieView Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

PrairieView Wealth Partners’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	$8.3M	Buy	122,837 +3,314	+3%	+$223K	6.2%	8
2026 Q1	$7.64M	Buy	119,523 +3,622	+3%	+$240K	6.26%	8
2025 Q4	$7.7M	Buy	115,901 +6,119	+6%	+$402K	6.98%	7
2025 Q3	$7.14M	Buy	109,782 +4,165	+4%	+$266K	6.7%	7
2025 Q2	$6.61M	Sell	105,617 -9,452	-8%	-$570K	6.86%	7
2025 Q1	$6.87M	Buy	115,069 +3,360	+3%	+$208K	8.39%	6
2024 Q4	$6.93M	Buy	111,709 +1,804	+2%	+$112K	7.49%	6
2024 Q3	$6.72M	Buy	+109,905	New	+$6.51M	7.26%	6

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

PrairieView Wealth Partners's HELO Position: Q2 2026 in Review

PrairieView Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.8% in Q2 2026, buying an estimated $223K and bringing the position to 122,837 shares worth $8.3M. The position accounts for 6.2% of the portfolio, ranked #8.

PrairieView Wealth Partners first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

PrairieView Wealth Partners held 122,837 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $8.3M as of Q2 2026.
PrairieView Wealth Partners bought 3,314 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $223K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 6.2% of PrairieView Wealth Partners's portfolio in Q2 2026, its #8 holding.
PrairieView Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.