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Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$412K Buy
6,097
+1,115
+22% +$74.9K 0.08% 119
2026
Q1 		$318K Sell
4,982
-204
-4% -$13.5K 0.07% 124
2025
Q4 		$345K Buy
5,186
+279
+6% +$18.3K 0.07% 122
2025
Q3 		$319K Sell
4,907
-280
-5% -$17.9K 0.07% 128
2025
Q2 		$325K Sell
5,187
-200
-4% -$12.1K 0.07% 128
2025
Q1 		$322K Buy
+5,387
New +$334K 0.08% 127

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's HELO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 22% in Q2 2026, buying an estimated $74.9K and bringing the position to 6,097 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #119.

Schwarz Dygos Wheeler Investment Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,097 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $412K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 1,115 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $74.9K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #119 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
  • 288 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.