Prevail Innovative Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-7,907	Closed	-$505K	–	215
2026 Q1	$505K	Sell	7,907 -108,045	-93%	-$7.15M	0.09%	138
2025 Q4	$7.7M	Buy	115,952 +4,426	+4%	+$291K	1.38%	10
2025 Q3	$7.25M	Buy	111,526 +104,284	+1,440%	+$6.66M	1.41%	9
2025 Q2	$453K	Hold	7,242	–	–	0.1%	168
2025 Q1	$432K	Sell	7,242 -86	-1%	-$5.33K	0.12%	147
2024 Q4	$455K	Hold	7,328	–	–	0.13%	133
2024 Q3	$448K	Buy	7,328 +86	+1%	+$5.09K	0.14%	124
2024 Q2	$424K	Buy	+7,242	New	+$410K	0.15%	122

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

Prevail Innovative Wealth Advisors's HELO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 7,907 shares — an estimated $505K sold.

Prevail Innovative Wealth Advisors first reported a position in HELO in Q2 2024 and held it in 8 quarters. The position peaked at $7.7M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 7,907 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $505K.
Prevail Innovative Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.7M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.