Tradewinds LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Tradewinds LLC’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	$1.32M	Buy	+7,050	New	+$473K	0.3%	68
2026 Q1	–	Sell	-13,254	Closed	-$880K	–	183
2025 Q4	$880K	Hold	13,254	–	–	0.21%	79
2025 Q3	$862K	Buy	+13,254	New	+$846K	0.21%	81
2025 Q2	–	Sell	-11,400	Closed	-$680K	–	156
2025 Q1	$680K	Hold	11,400	–	–	0.19%	95
2024 Q4	$718K	Buy	+11,400	New	+$710K	0.2%	91

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

Tradewinds LLC's HELO Position: Q2 2026 in Review

Tradewinds LLC opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 7,050 shares worth $1.32M. The stake represents 0.3% of the portfolio and ranks #68 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in HELO as recently as Q4 2025.

Tradewinds LLC first reported a position in HELO in Q4 2024 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Tradewinds LLC held 7,050 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.32M as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Tradewinds LLC position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.3% of Tradewinds LLC's portfolio in Q2 2026, its #68 holding.
Tradewinds LLC first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.