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 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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's HELO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.5% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,868,372 shares worth $128M. The position accounts for 0.21% of the portfolio, ranked #83.

Wealth Enhancement Advisory Services first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $135M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Wealth Enhancement Advisory Services held 1,868,372 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $128M as of Q2 2026.
Wealth Enhancement Advisory Services bought 162,128 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $10.9M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.21% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #83 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $135M in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.