Smartleaf Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Smartleaf Asset 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	$4.31K	Hold	64	–	–	﹤0.01%	2728
2026 Q1	$4.05K	Sell	64 -8	-11%	-$530	﹤0.01%	2752
2025 Q4	$4.81K	Sell	72 -19	-21%	-$1.25K	﹤0.01%	2709
2025 Q3	$5.91K	Sell	91 -5,600	-98%	-$358K	﹤0.01%	2324
2025 Q2	$356K	Sell	5,691 -25,381	-82%	-$1.53M	0.03%	437
2025 Q1	$1.85M	Buy	31,072 +442	+1%	+$27.4K	0.18%	128
2024 Q4	$1.9M	Buy	30,630 +6,723	+28%	+$419K	0.19%	112
2024 Q3	$1.46M	Buy	+23,907	New	+$1.42M	0.18%	133

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

Smartleaf Asset Management's HELO Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 64 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Smartleaf Asset Management first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Smartleaf Asset Management held 64 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.31K as of Q2 2026.
Smartleaf Asset Management left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2728 holding.
Smartleaf Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.9M in Q4 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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