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

Vantage Point 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 		– Sell
-5,811
Closed -$371K – 195
2026
Q1 		$371K Buy
5,811
+2,068
+55% +$137K 0.13% 110
2025
Q4 		$249K Buy
+3,743
New +$246K 0.09% 145

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vantage Point Financial's HELO Position: Q2 2026 in Review

Vantage Point Financial sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 5,811 shares — an estimated $371K sold.

Vantage Point Financial first reported a position in HELO in Q4 2025 and held it in 2 quarters. The position peaked at $371K in Q1 2026. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Vantage Point Financial reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
  • Vantage Point Financial sold 5,811 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $371K.
  • Vantage Point Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and held it in 2 quarters.
  • Vantage Point Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $371K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.