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Roman Butler Fullerton & Co’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Roman Butler Fullerton & Co’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 		$491K Buy
7,225
+1,862
+35% +$125K 0.12% 187
2026
Q1 		$349K Buy
5,363
+312
+6% +$20.7K 0.1% 197
2025
Q4 		$336K Buy
5,051
+771
+18% +$50.6K 0.09% 206
2025
Q3 		$282K Buy
+4,280
New +$273K 0.08% 216

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Roman Butler Fullerton & Co's HELO Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 35% in Q2 2026, buying an estimated $125K and bringing the position to 7,225 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #187.

Roman Butler Fullerton & Co first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Roman Butler Fullerton & Co held 7,225 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $491K as of Q2 2026.
  • Roman Butler Fullerton & Co bought 1,862 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $125K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.12% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #187 holding.
  • Roman Butler Fullerton & Co first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.