Signature Estate & Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Signature Estate & 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	$1.58M	Buy	23,368 +216	+0.9%	+$14.5K	0.03%	200
2026 Q1	$1.48M	Buy	23,152 +418	+2%	+$27.7K	0.03%	208
2025 Q4	$1.51M	Buy	22,734 +1,261	+6%	+$82.8K	0.03%	201
2025 Q3	$1.4M	Buy	21,473 +5,960	+38%	+$381K	0.03%	201
2025 Q2	$971K	Buy	15,513 +3,996	+35%	+$241K	0.02%	240
2025 Q1	$687K	Buy	+11,517	New	+$714K	0.02%	276

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Signature Estate & Investment Advisors's HELO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.93% in Q2 2026, buying an estimated $14.5K and bringing the position to 23,368 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #200.

Signature Estate & Investment Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Signature Estate & Investment Advisors held 23,368 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.58M as of Q2 2026.
Signature Estate & Investment Advisors bought 216 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $14.5K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #200 holding.
Signature Estate & Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
284 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.