Truist Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Truist Financial’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	$1.33M	Sell	19,617 -457	-2%	-$30.7K	﹤0.01%	1610
2026 Q1	$1.28M	Buy	20,074 +446	+2%	+$29.5K	﹤0.01%	1578
2025 Q4	$1.3M	Buy	19,628 +3,284	+20%	+$216K	﹤0.01%	1527
2025 Q3	$1.06M	Sell	16,344 -1,259	-7%	-$80.4K	﹤0.01%	1633
2025 Q2	$1.1M	Buy	17,603 +11,932	+210%	+$720K	﹤0.01%	1551
2025 Q1	$338K	Sell	5,671 -14	-0.2%	-$868	﹤0.01%	2085
2024 Q4	$353K	Buy	5,685 +384	+7%	+$23.9K	﹤0.01%	2070
2024 Q3	$324K	Sell	5,301 -563	-10%	-$33.4K	﹤0.01%	2087
2024 Q2	$343K	Buy	+5,864	New	+$332K	﹤0.01%	2223

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

Truist Financial's HELO Position: Q2 2026 in Review

Truist Financial reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.3% in Q2 2026, selling an estimated $30.7K and leaving 19,617 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Truist Financial first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Truist Financial held 19,617 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.33M as of Q2 2026.
Truist Financial sold 457 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $30.7K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1610 holding.
Truist Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.