Visionary Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Visionary Wealth Advisors’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	$9.85M	Sell	145,694 -16,517	-10%	-$1.11M	0.39%	73
2026 Q1	$10.4M	Sell	162,211 -24,705	-13%	-$1.64M	0.46%	54
2025 Q4	$12.4M	Buy	186,916 +109	+0.1%	+$7.16K	0.56%	43
2025 Q3	$12.1M	Sell	186,807 -3,160	-2%	-$202K	0.57%	44
2025 Q2	$11.9M	Buy	189,967 +7,480	+4%	+$451K	0.61%	39
2025 Q1	$10.9M	Buy	182,487 +15,825	+9%	+$981K	0.65%	36
2024 Q4	$10.3M	Buy	166,662 +49,505	+42%	+$3.08M	0.61%	43
2024 Q3	$7.16M	Buy	117,157 +46,040	+65%	+$2.73M	0.44%	73
2024 Q2	$4.16M	Buy	71,117 +10,510	+17%	+$595K	0.27%	96
2024 Q1	$3.39M	Buy	60,607 +26,303	+77%	+$1.43M	0.23%	116
2023 Q4	$1.81M	Buy	+34,304	New	+$1.76M	0.13%	165

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

Visionary Wealth Advisors's HELO Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 10% in Q2 2026, selling an estimated $1.11M and leaving 145,694 shares worth $9.85M. The position accounts for 0.39% of the portfolio, ranked #73.

Visionary Wealth Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Visionary Wealth Advisors held 145,694 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $9.85M as of Q2 2026.
Visionary Wealth Advisors sold 16,517 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.11M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.39% of Visionary Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
Visionary Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $12.4M in Q4 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.