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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Visionary Wealth Advisors's HELO Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 13% in Q1 2026, selling an estimated $1.64M and leaving 162,211 shares worth $10.4M. The position accounts for 0.46% of the portfolio, ranked #54.

Visionary Wealth Advisors first reported a position in HELO in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Visionary Wealth Advisors held 162,211 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.4M as of Q1 2026.
Visionary Wealth Advisors sold 24,705 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.64M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.46% of Visionary Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 10 quarters since.
Visionary Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $12.4M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.