Tyler-Stone Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Tyler-Stone 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
2025 Q2	$6.48M	Buy	103,617 +11,508	+12%	+$695K	1.04%	22
2025 Q1	$5.5M	Buy	92,109 +33,407	+57%	+$2.07M	0.99%	25
2024 Q4	$3.64M	Buy	58,702 +25,656	+78%	+$1.6M	0.65%	34
2024 Q3	$2.02M	Buy	33,046 +27,716	+520%	+$1.64M	0.38%	53
2024 Q2	$312K	Buy	+5,330	New	+$302K	0.13%	137

Other funds holding HELO

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

Tyler-Stone Wealth Management's HELO Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q2 2025, buying an estimated $695K and bringing the position to 103,617 shares worth $6.48M. The position accounts for 1.04% of the portfolio, ranked #22.

Tyler-Stone Wealth Management first reported a position in HELO in Q2 2024 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

Tyler-Stone Wealth Management held 103,617 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.48M as of Q2 2025.
Tyler-Stone Wealth Management bought 11,508 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $695K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #22 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.