Total Clarity Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Total Clarity Wealth 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	$756K	Buy	11,189 +340	+3%	+$22.8K	0.15%	162
2026 Q1	$693K	Buy	10,849 +69	+0.6%	+$4.57K	0.16%	149
2025 Q4	$716K	Sell	10,780 -1,759	-14%	-$115K	0.17%	143
2025 Q3	$815K	Sell	12,539 -1,055	-8%	-$67.4K	0.22%	120
2025 Q2	$851K	Sell	13,594 -831	-6%	-$50.2K	0.24%	105
2025 Q1	$895K	Hold	14,425	–	–	0.29%	92
2024 Q4	$895K	Buy	14,425 +386	+3%	+$24K	0.29%	94
2024 Q3	$858K	Buy	14,039 +8,564	+156%	+$507K	0.28%	98
2024 Q2	$321K	Buy	+5,475	New	+$310K	0.11%	181

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

Total Clarity Wealth Management's HELO Position: Q2 2026 in Review

Total Clarity Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.1% in Q2 2026, buying an estimated $22.8K and bringing the position to 11,189 shares worth $756K. The position accounts for 0.15% of the portfolio, ranked #162.

Total Clarity Wealth Management first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $895K in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Total Clarity Wealth Management held 11,189 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $756K as of Q2 2026.
Total Clarity Wealth Management bought 340 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $22.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.15% of Total Clarity Wealth Management's portfolio in Q2 2026, its #162 holding.
Total Clarity Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Total Clarity Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $895K in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.