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Taylor Securities Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Taylor Securities Services’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 		$40.9M Sell
605,044
-90,013
-13% -$6.05M 16.63% 2
2026
Q1 		$44.4M Sell
695,057
-53,552
-7% -$3.55M 20.74% 2
2025
Q4 		$49.7M Buy
+748,609
New +$49.2M 22.69% 2

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

Taylor Securities Services's HELO Position: Q2 2026 in Review

Taylor Securities Services reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 13% in Q2 2026, selling an estimated $6.05M and leaving 605,044 shares worth $40.9M. The position accounts for 16.63% of the portfolio, ranked #2.

Taylor Securities Services first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.7M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Taylor Securities Services held 605,044 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $40.9M as of Q2 2026.
  • Taylor Securities Services sold 90,013 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $6.05M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 16.63% of Taylor Securities Services's portfolio in Q2 2026, its #2 holding.
  • Taylor Securities Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • Taylor Securities Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $49.7M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Taylor Securities Services's 13F filing for Q2 2026, filed 13 Aug 2026.