Valmark Advisers’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Valmark Advisers’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	$5.5M	Buy	81,440 +5,712	+8%	+$384K	0.06%	146
2026 Q1	$4.84M	Buy	75,728 +63,589	+524%	+$4.21M	0.06%	142
2025 Q4	$806K	Buy	12,139 +830	+7%	+$54.5K	0.01%	372
2025 Q3	$735K	Buy	11,309 +2,546	+29%	+$163K	0.01%	377
2025 Q2	$548K	Buy	8,763 +4,400	+101%	+$266K	0.01%	432
2025 Q1	$260K	Buy	+4,363	New	+$271K	﹤0.01%	546

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

Valmark Advisers's HELO Position: Q2 2026 in Review

Valmark Advisers increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.5% in Q2 2026, buying an estimated $384K and bringing the position to 81,440 shares worth $5.5M. The position accounts for 0.06% of the portfolio, ranked #146.

Valmark Advisers first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Valmark Advisers held 81,440 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.5M as of Q2 2026.
Valmark Advisers bought 5,712 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $384K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Valmark Advisers's portfolio in Q2 2026, its #146 holding.
Valmark Advisers first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.