Shore Point Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Shore Point 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	$3.03M	Sell	44,800 -3,940	-8%	-$265K	1.04%	23
2026 Q1	$3.12M	Buy	48,740 +84	+0.2%	+$5.56K	1.23%	22
2025 Q4	$3.23M	Sell	48,656 -495	-1%	-$32.5K	1.37%	18
2025 Q3	$3.19M	Buy	49,151 +4,878	+11%	+$312K	1.41%	16
2025 Q2	$2.77M	Buy	44,273 +558	+1%	+$33.7K	1.33%	16
2025 Q1	$2.61M	Sell	43,715 -552	-1%	-$34.2K	1.38%	16
2024 Q4	$2.75M	Buy	44,267 +5,448	+14%	+$339K	1.48%	14
2024 Q3	$2.37M	Sell	38,819 -2,237	-5%	-$133K	1.27%	15
2024 Q2	$2.4M	Buy	41,056 +342	+0.8%	+$19.4K	1.37%	16
2024 Q1	$2.28M	Sell	40,714 -1,032	-2%	-$56.2K	1.3%	15
2023 Q4	$2.21M	Buy	+41,746	New	+$2.14M	1.37%	15

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

Shore Point Advisors's HELO Position: Q2 2026 in Review

Shore Point Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.1% in Q2 2026, selling an estimated $265K and leaving 44,800 shares worth $3.03M. The position accounts for 1.04% of the portfolio, ranked #23.

Shore Point Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.23M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Shore Point Advisors held 44,800 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.03M as of Q2 2026.
Shore Point Advisors sold 3,940 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $265K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.04% of Shore Point Advisors's portfolio in Q2 2026, its #23 holding.
Shore Point Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
Shore Point Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.23M in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.