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

Waverly 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	$10.8M	Buy	159,599 +1,095	+0.7%	+$73.5K	0.06%	286
2026 Q1	$10.1M	Buy	158,504 +70	+0%	+$4.63K	0.08%	252
2025 Q4	$10.5M	Buy	158,434 +4,475	+3%	+$294K	0.09%	224
2025 Q3	$10M	Buy	153,959 +13,257	+9%	+$847K	0.1%	201
2025 Q2	$8.81M	Sell	140,702 -9,627	-6%	-$581K	0.1%	210
2025 Q1	$8.97M	Buy	150,329 +2,695	+2%	+$167K	0.11%	193
2024 Q4	$9.16M	Buy	+147,634	New	+$9.19M	0.14%	153

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

Waverly Advisors's HELO Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.69% in Q2 2026, buying an estimated $73.5K and bringing the position to 159,599 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #286.

Waverly Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Waverly Advisors held 159,599 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.8M as of Q2 2026.
Waverly Advisors bought 1,095 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $73.5K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #286 holding.
Waverly Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.