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

Summit 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	$1.5M	Sell	22,231 -2,532	-10%	-$170K	0.21%	79
2026 Q1	$1.58M	Sell	24,763 -2,236	-8%	-$148K	0.25%	76
2025 Q4	$1.79M	Sell	26,999 -196	-0.7%	-$12.9K	0.33%	55
2025 Q3	$1.77M	Sell	27,195 -240	-0.9%	-$15.3K	0.32%	58
2025 Q2	$1.72M	Buy	27,435 +6,018	+28%	+$363K	0.33%	56
2025 Q1	$1.28M	Buy	21,417 +10,115	+89%	+$627K	0.26%	67
2024 Q4	$701K	Buy	11,302 +3,460	+44%	+$215K	0.14%	98
2024 Q3	$479K	Buy	7,842 +836	+12%	+$49.5K	0.09%	138
2024 Q2	$410K	Buy	7,006 +432	+7%	+$24.5K	0.09%	148
2024 Q1	$368K	Buy	6,574 +623	+10%	+$33.9K	0.08%	153
2023 Q4	$315K	Buy	+5,951	New	+$305K	0.07%	155

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

Summit Wealth Partners's HELO Position: Q2 2026 in Review

Summit Wealth Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 10% in Q2 2026, selling an estimated $170K and leaving 22,231 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #79.

Summit Wealth Partners first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Summit Wealth Partners held 22,231 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.5M as of Q2 2026.
Summit Wealth Partners sold 2,532 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $170K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.21% of Summit Wealth Partners's portfolio in Q2 2026, its #79 holding.
Summit Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
Summit Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.79M in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.