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Sequoia Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sequoia Financial 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 		$224K Sell
3,317
-7,088
-68% -$476K ﹤0.01% 1893
2026
Q1 		$665K Sell
10,405
-5,649
-35% -$374K ﹤0.01% 1099
2025
Q4 		$1.07M Sell
16,054
-2,762
-15% -$181K 0.01% 856
2025
Q3 		$1.22M Buy
+18,816
New +$1.2M 0.01% 695

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

Sequoia Financial Advisors's HELO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 68% in Q2 2026, selling an estimated $476K and leaving 3,317 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Sequoia Financial Advisors first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Sequoia Financial Advisors held 3,317 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $224K as of Q2 2026.
  • Sequoia Financial Advisors sold 7,088 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $476K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1893 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.22M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.