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Titleist Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Titleist Asset Management’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 		$217K Buy
+3,211
New +$216K 0.01% 397

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Titleist Asset Management's HELO Position: Q2 2026 in Review

Titleist Asset Management opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 3,211 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings.

129 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Titleist Asset Management held 3,211 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $217K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Titleist Asset Management position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Titleist Asset Management's portfolio in Q2 2026, its #397 holding.
  • 129 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.