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Wealth Advisors of Tampa Bay’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Wealth Advisors of Tampa Bay’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 		$4.01M Buy
62,747
+2,913
+5% +$193K 1.33% 30
2025
Q4 		$3.97M Sell
59,834
-5,533
-8% -$363K 1.37% 29
2025
Q3 		$4.25M Buy
+65,367
New +$4.17M 1.42% 27

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
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

Wealth Advisors of Tampa Bay's HELO Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.9% in Q1 2026, buying an estimated $193K and bringing the position to 62,747 shares worth $4.01M. The position accounts for 1.33% of the portfolio, ranked #30.

Wealth Advisors of Tampa Bay first reported a position in HELO in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.25M in Q3 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 62,747 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.01M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 2,913 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $193K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 1.33% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #30 holding.
  • Wealth Advisors of Tampa Bay first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealth Advisors of Tampa Bay's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.25M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.