Salomon & Ludwin’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Salomon & Ludwin’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	$67.8K	Buy	+1,003	New	+$67.4K	0.01%	397

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

Salomon & Ludwin's HELO Position: Q2 2026 in Review

Salomon & Ludwin opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 1,003 shares worth $67.8K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings.

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

Salomon & Ludwin held 1,003 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $67.8K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Salomon & Ludwin position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #397 holding.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.