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

Stratos Wealth Partners’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	$2.29M	Sell	33,850 -11,834	-26%	-$795K	0.02%	558
2026 Q1	$2.92M	Sell	45,684 -9,280	-17%	-$615K	0.03%	460
2025 Q4	$3.65M	Buy	54,964 +450	+0.8%	+$29.5K	0.04%	400
2025 Q3	$3.54M	Buy	54,514 +21,492	+65%	+$1.37M	0.04%	391
2025 Q2	$2.07M	Buy	33,022 +634	+2%	+$38.3K	0.03%	485
2025 Q1	$1.93M	Buy	32,388 +2,499	+8%	+$155K	0.03%	459
2024 Q4	$1.85M	Buy	29,889 +5,348	+22%	+$333K	0.03%	497
2024 Q3	$1.5M	Buy	24,541 +12,207	+99%	+$723K	0.02%	536
2024 Q2	$722K	Buy	+12,334	New	+$698K	0.01%	767

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 Partners's HELO Position: Q2 2026 in Review

Stratos Wealth Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 26% in Q2 2026, selling an estimated $795K and leaving 33,850 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #558.

Stratos Wealth Partners first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.65M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Stratos Wealth Partners held 33,850 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.29M as of Q2 2026.
Stratos Wealth Partners sold 11,834 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $795K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #558 holding.
Stratos Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Stratos Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.65M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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