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

Skyline 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	$1.86M	Sell	27,596 -65,892	-70%	-$4.43M	0.59%	34
2026 Q1	$5.97M	Sell	93,488 -89,915	-49%	-$5.95M	2.08%	15
2025 Q4	$12.2M	Sell	183,403 -4,927	-3%	-$323K	4.07%	9
2025 Q3	$12.2M	Buy	188,330 +23,313	+14%	+$1.49M	4.22%	9
2025 Q2	$10.3M	Sell	165,017 -22,043	-12%	-$1.33M	3.81%	9
2025 Q1	$11.2M	Buy	187,060 +1,384	+0.7%	+$85.8K	4.4%	10
2024 Q4	$11.5M	Buy	+185,676	New	+$11.6M	4.47%	10

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

Skyline Advisors's HELO Position: Q2 2026 in Review

Skyline Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 70% in Q2 2026, selling an estimated $4.43M and leaving 27,596 shares worth $1.86M. The position accounts for 0.59% of the portfolio, ranked #34.

Skyline Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Skyline Advisors held 27,596 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.86M as of Q2 2026.
Skyline Advisors sold 65,892 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $4.43M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.59% of Skyline Advisors's portfolio in Q2 2026, its #34 holding.
Skyline Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Skyline Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $12.2M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.