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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

PrairieView Wealth Partners's HELO Position: Q1 2026 in Review

PrairieView Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.1% in Q1 2026, buying an estimated $240K and bringing the position to 119,523 shares worth $7.64M. The position accounts for 6.26% of the portfolio, ranked #8.

PrairieView Wealth Partners first reported a position in HELO in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

PrairieView Wealth Partners held 119,523 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $7.64M as of Q1 2026.
PrairieView Wealth Partners bought 3,622 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $240K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 6.26% of PrairieView Wealth Partners's portfolio in Q1 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 7 quarters since.
PrairieView Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.7M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on PrairieView Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.