Vima LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Vima LLC’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	$50.9K	Buy	+753	New	+$50.6K	0.05%	152

Other funds holding HELO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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

Pinnacle Associates New York $9.16B AUM 63.5% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Vima LLC's HELO Position: Q2 2026 in Review

Vima LLC opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 753 shares worth $50.9K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings.

200 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Vima LLC held 753 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $50.9K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Vima LLC position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Vima LLC's portfolio in Q2 2026, its #152 holding.
200 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.