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

Smallwood Wealth Investment 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	$7.22M	Buy	106,768 +17,605	+20%	+$1.18M	3.15%	7
2026 Q1	$5.7M	Buy	89,163 +6,379	+8%	+$422K	3%	6
2025 Q4	$5.5M	Buy	82,784 +8,519	+11%	+$559K	2.88%	7
2025 Q3	$4.83M	Buy	74,265 +21,305	+40%	+$1.36M	2.46%	9
2025 Q2	$3.31M	Buy	52,960 +17,209	+48%	+$1.04M	1.89%	11
2025 Q1	$2.13M	Buy	35,751 +13,862	+63%	+$859K	1.34%	16
2024 Q4	$1.36M	Buy	21,889 +12,367	+130%	+$770K	0.93%	23
2024 Q3	$582K	Buy	+9,522	New	+$564K	0.42%	35

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Smallwood Wealth Investment Management's HELO Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 20% in Q2 2026, buying an estimated $1.18M and bringing the position to 106,768 shares worth $7.22M. The position accounts for 3.15% of the portfolio, ranked #7.

Smallwood Wealth Investment Management first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Smallwood Wealth Investment Management held 106,768 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $7.22M as of Q2 2026.
Smallwood Wealth Investment Management bought 17,605 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.18M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 3.15% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #7 holding.
Smallwood Wealth Investment Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
258 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.