Markowski Investments’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Markowski Investments’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	$30.4K	Buy	+450	New	+$30.2K	0.01%	262

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Markowski Investments's HELO Position: Q2 2026 in Review

Markowski Investments opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 450 shares worth $30.4K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings.

337 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Markowski Investments held 450 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $30.4K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Markowski Investments position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #262 holding.
337 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.