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Riverchase Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Riverchase Wealth Management’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 		$2.23M Buy
33,015
+6,101
+23% +$410K 1.04% 18
2026
Q1 		$1.72M Buy
+26,914
New +$1.78M 0.9% 21

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Riverchase Wealth Management's HELO Position: Q2 2026 in Review

Riverchase Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 23% in Q2 2026, buying an estimated $410K and bringing the position to 33,015 shares worth $2.23M. The position accounts for 1.04% of the portfolio, ranked #18.

Riverchase Wealth Management first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Riverchase Wealth Management held 33,015 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.23M as of Q2 2026.
  • Riverchase Wealth Management bought 6,101 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $410K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 1.04% of Riverchase Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Riverchase Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.