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Triad Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Triad Wealth Partners’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 		$325K Sell
4,706
-276,064
-98% -$18.5M 0.02% 432
2026
Q1 		$17.9M Buy
280,770
+98,552
+54% +$6.53M 1.42% 16
2025
Q4 		$12.1M Buy
+182,218
New +$12M 1.15% 21
2024
Q3 		– Sell
-183
Closed -$10.7K – 408
2024
Q2 		$10.7K Buy
+183
New +$10.4K 0.01% 446

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

Triad Wealth Partners's HELO Position: Q2 2026 in Review

Triad Wealth Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 98% in Q2 2026, selling an estimated $18.5M and leaving 4,706 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #432.

Triad Wealth Partners first reported a position in HELO in Q2 2024 and has held it in 4 quarters since. The position peaked at $17.9M in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Triad Wealth Partners held 4,706 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $325K as of Q2 2026.
  • Triad Wealth Partners sold 276,064 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $18.5M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #432 holding.
  • Triad Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $17.9M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.