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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Skyline Advisors's HELO Position: Q1 2026 in Review

Skyline Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 49% in Q1 2026, selling an estimated $5.95M and leaving 93,488 shares worth $5.97M. The position accounts for 2.08% of the portfolio, ranked #15.

Skyline Advisors first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q3 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Skyline Advisors held 93,488 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.97M as of Q1 2026.
Skyline Advisors sold 89,915 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $5.95M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.08% of Skyline Advisors's portfolio in Q1 2026, its #15 holding.
Skyline Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
Skyline Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $12.2M in Q3 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.