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

Stratos Wealth 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	$1.2M	Sell	17,763 -241	-1%	-$16.2K	0.07%	256
2026 Q1	$1.15M	Sell	18,004 -1,735	-9%	-$115K	0.07%	255
2025 Q4	$1.31M	Sell	19,739 -990	-5%	-$65K	0.06%	276
2025 Q3	$1.35M	Sell	20,729 -2,079	-9%	-$133K	0.06%	277
2025 Q2	$1.43M	Sell	22,808 -7,270	-24%	-$439K	0.08%	268
2025 Q1	$1.8M	Buy	30,078 +3,161	+12%	+$196K	0.1%	207
2024 Q4	$1.67M	Buy	26,917 +11,368	+73%	+$708K	0.08%	244
2024 Q3	$951K	Buy	15,549 +7,505	+93%	+$445K	0.04%	359
2024 Q2	$471K	Buy	+8,044	New	+$455K	0.02%	482

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

Stratos Wealth Advisors's HELO Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.3% in Q2 2026, selling an estimated $16.2K and leaving 17,763 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #256.

Stratos Wealth Advisors first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Stratos Wealth Advisors held 17,763 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.2M as of Q2 2026.
Stratos Wealth Advisors sold 241 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $16.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of Stratos Wealth Advisors's portfolio in Q2 2026, its #256 holding.
Stratos Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Stratos Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.8M in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.