Vestmark Advisory Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Vestmark Advisory Solutions’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	$610K	Sell	9,025 -728	-7%	-$48.9K	0.01%	1097
2026 Q1	$623K	Buy	9,753 +11	+0.1%	+$728	0.01%	1001
2025 Q4	$647K	Buy	+9,742	New	+$640K	0.01%	921

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

Vestmark Advisory Solutions's HELO Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.5% in Q2 2026, selling an estimated $48.9K and leaving 9,025 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #1097.

Vestmark Advisory Solutions first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $647K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Vestmark Advisory Solutions held 9,025 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $610K as of Q2 2026.
Vestmark Advisory Solutions sold 728 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $48.9K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1097 holding.
Vestmark Advisory Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
Vestmark Advisory Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $647K in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.