SK Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SK Wealth Management’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	$1.93M	Sell	27,659 -19,696	-42%	-$1.32M	0.43%	28
2026 Q1	$3.04M	Sell	47,355 -5,738	-11%	-$380K	0.84%	21
2025 Q4	$3.57M	Sell	53,093 -125,412	-70%	-$8.23M	0.99%	18
2025 Q3	$11.6M	Sell	178,505 -61,138	-26%	-$3.9M	4.33%	7
2025 Q2	$15.1M	Sell	239,643 -9,641	-4%	-$582K	6.54%	5
2025 Q1	$14.4M	Sell	249,284 -28,410	-10%	-$1.76M	7.72%	5
2024 Q4	$17.2M	Buy	277,694 +10,630	+4%	+$662K	8.77%	5
2024 Q3	$16.7M	Buy	+267,064	New	+$15.8M	8.56%	5

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

SK Wealth Management's HELO Position: Q2 2026 in Review

SK Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 42% in Q2 2026, selling an estimated $1.32M and leaving 27,659 shares worth $1.93M. The position accounts for 0.43% of the portfolio, ranked #28.

SK Wealth Management first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.2M in Q4 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

SK Wealth Management held 27,659 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.93M as of Q2 2026.
SK Wealth Management sold 19,696 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.32M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.43% of SK Wealth Management's portfolio in Q2 2026, its #28 holding.
SK Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $17.2M in Q4 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.