Vision Financial Markets’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Vision Financial Markets’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	$26.6K	Hold	394	–	–	0.02%	172
2026 Q1	$25.1K	Sell	394 -16	-4%	-$1.06K	0.02%	161
2025 Q4	$27.2K	Hold	410	–	–	0.03%	152
2025 Q3	$26.6K	Buy	410 +1	+0.2%	+$64	0.02%	175
2025 Q2	$25.5K	Buy	409 +1	+0.2%	+$60	0.02%	166
2025 Q1	$24.3K	Buy	+408	New	+$25.3K	0.03%	156

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

Vision Financial Markets's HELO Position: Q2 2026 in Review

Vision Financial Markets held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 394 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #172.

Vision Financial Markets first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.2K in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Vision Financial Markets held 394 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $26.6K as of Q2 2026.
Vision Financial Markets left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #172 holding.
Vision Financial Markets first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $27.2K in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.