Wealth Enhancement Advisory Services
HELO icon

Wealth Enhancement Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$137M Buy
1,964,855
+96,483
+5% +$6.65M 0.2% 78
2026
Q2 		$128M Buy
1,868,372
+162,128
+10% +$10.9M 0.21% 83
2026
Q1 		$109M Sell
1,706,244
-315,430
-16% -$20.9M 0.22% 86
2025
Q4 		$135M Buy
2,021,674
+99,012
+5% +$6.5M 0.18% 96
2025
Q3 		$125M Buy
1,922,662
+145,576
+8% +$9.3M 0.19% 103
2025
Q2 		$112M Buy
1,777,086
+373,033
+27% +$22.5M 0.19% 106
2025
Q1 		$83.8M Buy
1,404,053
+372,471
+36% +$23.1M 0.16% 125
2024
Q4 		$64M Buy
1,031,582
+150,479
+17% +$9.37M 0.12% 161
2024
Q3 		$53.9M Buy
881,103
+253,875
+40% +$15M 0.12% 172
2024
Q2 		$36.7M Buy
627,228
+622,152
+12,257% +$35.2M 0.09% 218
2024
Q1 		$284K Buy
+5,076
New +$276K ﹤0.01% 1955

Other funds holding HELO

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's HELO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.2% in Q3 2026, buying an estimated $6.65M and bringing the position to 1,964,855 shares worth $137M. The position accounts for 0.2% of the portfolio, ranked #78.

Wealth Enhancement Advisory Services first reported a position in HELO in Q1 2024 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,964,855 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $137M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 96,483 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $6.65M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #78 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 11 quarters since.
  • 25 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.