Vise Technologies’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Vise Technologies’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	$2.32M	Buy	34,381 +10,877	+46%	+$730K	0.03%	485
2026 Q1	$1.56M	Hold	23,504	–	–	0.03%	440
2025 Q4	$1.56M	Buy	23,504 +12,780	+119%	+$839K	0.03%	441
2025 Q3	$697K	Sell	10,724 -5,126	-32%	-$327K	0.03%	534
2025 Q2	$992K	Buy	+15,850	New	+$957K	0.04%	431
2024 Q3	–	Sell	-4,120	Closed	-$241K	–	599
2024 Q2	$241K	Buy	+4,120	New	+$233K	0.04%	362

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 22.9% 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

Vise Technologies's HELO Position: Q2 2026 in Review

Vise Technologies increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 46% in Q2 2026, buying an estimated $730K and bringing the position to 34,381 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #485.

Vise Technologies first reported a position in HELO in Q2 2024 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Vise Technologies held 34,381 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.32M as of Q2 2026.
Vise Technologies bought 10,877 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $730K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #485 holding.
Vise Technologies first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 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 Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.