UIA
HELO icon

Ulland Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ulland Investment Advisors’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 		$160K Sell
2,370
-50
-2% -$3.36K 0.12% 81
2026
Q1 		$155K Hold
2,420
– – 0.13% 79
2025
Q4 		$161K Buy
2,420
+50
+2% +$3.28K 0.13% 74
2025
Q3 		$154K Buy
2,370
+300
+14% +$19.2K 0.12% 70
2025
Q2 		$130K Sell
2,070
-1,300
-39% -$78.5K 0.1% 79
2025
Q1 		$201K Buy
+3,370
New +$209K 0.17% 61

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Ulland Investment Advisors's HELO Position: Q2 2026 in Review

Ulland Investment Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.1% in Q2 2026, selling an estimated $3.36K and leaving 2,370 shares worth $160K. The position accounts for 0.12% of the portfolio, ranked #81.

Ulland Investment Advisors first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $201K in Q1 2025. 66 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Ulland Investment Advisors held 2,370 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $160K as of Q2 2026.
  • Ulland Investment Advisors sold 50 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $3.36K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.12% of Ulland Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Ulland Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
  • Ulland Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $201K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.