SF
HELO icon

Summit Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Summit Financial’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 		$6.05M Sell
89,555
-18,326
-17% -$1.23M 0.07% 301
2026
Q1 		$6.89M Sell
107,881
-3,262
-3% -$216K 0.09% 240
2025
Q4 		$7.38M Sell
111,143
-709
-0.6% -$46.5K 0.11% 177
2025
Q3 		$7.27M Buy
+111,852
New +$7.14M 0.11% 175

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

Summit Financial's HELO Position: Q2 2026 in Review

Summit Financial reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 17% in Q2 2026, selling an estimated $1.23M and leaving 89,555 shares worth $6.05M. The position accounts for 0.07% of the portfolio, ranked #301.

Summit Financial first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.38M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Summit Financial held 89,555 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.05M as of Q2 2026.
  • Summit Financial sold 18,326 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.23M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #301 holding.
  • Summit Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.38M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.