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

Spire 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 		$4.73K Sell
70
-79
-53% -$5.3K ﹤0.01% 1839
2026
Q1 		$9.52K Buy
+149
New +$9.87K ﹤0.01% 1630

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Spire Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 53% in Q2 2026, selling an estimated $5.3K and leaving 70 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Spire Wealth Management first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.52K in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Spire Wealth Management held 70 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.73K as of Q2 2026.
  • Spire Wealth Management sold 79 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $5.3K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1839 holding.
  • Spire Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • Spire Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $9.52K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.