RWA Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

RWA Wealth Partners’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	$51.6M	Buy	763,321 +54,750	+8%	+$3.68M	0.49%	34
2026 Q1	$45.3M	Sell	708,571 -68,801	-9%	-$4.56M	0.5%	37
2025 Q4	$51.6M	Sell	777,372 -70,670	-8%	-$4.64M	0.56%	30
2025 Q3	$55.1M	Sell	848,042 -25,357	-3%	-$1.62M	0.63%	25
2025 Q2	$54.7M	Buy	+873,399	New	+$52.7M	0.68%	22

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

RWA Wealth Partners's HELO Position: Q2 2026 in Review

RWA Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.7% in Q2 2026, buying an estimated $3.68M and bringing the position to 763,321 shares worth $51.6M. The position accounts for 0.49% of the portfolio, ranked #34.

RWA Wealth Partners first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.1M in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

RWA Wealth Partners held 763,321 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $51.6M as of Q2 2026.
RWA Wealth Partners bought 54,750 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $3.68M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.49% of RWA Wealth Partners's portfolio in Q2 2026, its #34 holding.
RWA Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
RWA Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $55.1M in Q3 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.