SageView Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SageView Advisory 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	$545K	Sell	8,065 -1,964	-20%	-$132K	0.02%	350
2026 Q1	$641K	Sell	10,029 -946	-9%	-$62.6K	0.02%	301
2025 Q4	$729K	Buy	10,975 +255	+2%	+$16.7K	0.02%	299
2025 Q3	$697K	Buy	10,720 +2,960	+38%	+$189K	0.02%	322
2025 Q2	$492K	Buy	+7,760	New	+$468K	0.02%	369

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

SageView Advisory Group's HELO Position: Q2 2026 in Review

SageView Advisory Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 20% in Q2 2026, selling an estimated $132K and leaving 8,065 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #350.

SageView Advisory Group first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $729K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

SageView Advisory Group held 8,065 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $545K as of Q2 2026.
SageView Advisory Group sold 1,964 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $132K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #350 holding.
SageView Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
SageView Advisory Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $729K in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.