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

USAdvisors 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
Q2 		$3.83M Sell
56,717
-66,133
-54% -$4.44M 1.1% 30
2026
Q1 		$7.78M Buy
122,850
+8,525
+7% +$565K 2.58% 7
2025
Q4 		$7.59M Sell
114,325
-46,348
-29% -$3.04M 2.5% 7
2025
Q3 		$10.4M Buy
160,673
+17,605
+12% +$1.12M 3.6% 5
2025
Q2 		$8.95M Buy
143,068
+28,719
+25% +$1.73M 3.33% 5
2025
Q1 		$6.82M Buy
114,349
+14,500
+15% +$899K 2.38% 10
2024
Q4 		$6.19M Buy
+99,849
New +$6.22M 2.01% 13

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

USAdvisors Wealth Management's HELO Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 54% in Q2 2026, selling an estimated $4.44M and leaving 56,717 shares worth $3.83M. The position accounts for 1.1% of the portfolio, ranked #30.

USAdvisors Wealth Management first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q3 2025. 181 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • USAdvisors Wealth Management held 56,717 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.83M as of Q2 2026.
  • USAdvisors Wealth Management sold 66,133 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $4.44M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 1.1% of USAdvisors Wealth Management's portfolio in Q2 2026, its #30 holding.
  • USAdvisors Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
  • USAdvisors Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $10.4M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.