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

Tradition 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 Q1	$3.2M	Buy	50,091 +36,353	+265%	+$2.41M	0.23%	94
2025 Q4	$913K	Buy	13,738 +4,522	+49%	+$297K	0.07%	200
2025 Q3	$599K	Buy	9,216 +74	+0.8%	+$4.73K	0.04%	253
2025 Q2	$572K	Buy	9,142 +490	+6%	+$29.6K	0.05%	247
2025 Q1	$516K	Sell	8,652 -523	-6%	-$32.4K	0.05%	244
2024 Q4	$569K	Buy	9,175 +1,003	+12%	+$62.5K	0.05%	228
2024 Q3	$500K	Buy	8,172 +59	+0.7%	+$3.5K	0.04%	245
2024 Q2	$475K	Buy	8,113 +3,981	+96%	+$225K	0.05%	240
2024 Q1	$231K	Buy	+4,132	New	+$225K	0.02%	346

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Tradition Wealth Management's HELO Position: Q1 2026 in Review

Tradition Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 265% in Q1 2026, buying an estimated $2.41M and bringing the position to 50,091 shares worth $3.2M. The position accounts for 0.23% of the portfolio, ranked #94.

Tradition Wealth Management first reported a position in HELO in Q1 2024 and has held it in 9 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Tradition Wealth Management held 50,091 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.2M as of Q1 2026.
Tradition Wealth Management bought 36,353 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $2.41M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.23% of Tradition Wealth Management's portfolio in Q1 2026, its #94 holding.
Tradition Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 9 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.