Private Advisor Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Private Advisor 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	$28M	Buy	414,322 +150,308	+57%	+$10.1M	0.13%	172
2026 Q1	$16.9M	Sell	264,014 -87,101	-25%	-$5.77M	0.08%	266
2025 Q4	$23.3M	Sell	351,115 -34,254	-9%	-$2.25M	0.11%	190
2025 Q3	$25M	Buy	385,369 +130,475	+51%	+$8.33M	0.12%	167
2025 Q2	$16M	Buy	254,894 +17,418	+7%	+$1.05M	0.09%	242
2025 Q1	$14.2M	Buy	237,476 +35,016	+17%	+$2.17M	0.09%	246
2024 Q4	$12.6M	Buy	202,460 +81,566	+67%	+$5.08M	0.07%	267
2024 Q3	$7.39M	Buy	120,894 +81,402	+206%	+$4.82M	0.05%	390
2024 Q2	$2.31M	Buy	+39,492	New	+$2.24M	0.02%	771

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

Private Advisor Group's HELO Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 57% in Q2 2026, buying an estimated $10.1M and bringing the position to 414,322 shares worth $28M. The position accounts for 0.13% of the portfolio, ranked #172.

Private Advisor Group first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Private Advisor Group held 414,322 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $28M as of Q2 2026.
Private Advisor Group bought 150,308 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $10.1M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.13% of Private Advisor Group's portfolio in Q2 2026, its #172 holding.
Private Advisor Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.