Wells Fargo’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Wells Fargo’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	$2.34M	Buy	34,639 +33,799	+4,024%	+$2.27M	﹤0.01%	3459
2026 Q1	$53.7K	Buy	840 +196	+30%	+$13K	﹤0.01%	5433
2025 Q4	$42.8K	Sell	644 -465	-42%	-$30.5K	﹤0.01%	5616
2025 Q3	$72.1K	Sell	1,109 -486	-30%	-$31K	﹤0.01%	5452
2025 Q2	$99.8K	Buy	1,595 +1,245	+356%	+$75.1K	﹤0.01%	5195
2025 Q1	$20.9K	Buy	350 +260	+289%	+$16.1K	﹤0.01%	5696
2024 Q4	$5.58K	Buy	+90	New	+$5.61K	﹤0.01%	6043

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 22.96% 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

Wells Fargo's HELO Position: Q2 2026 in Review

Wells Fargo increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4,024% in Q2 2026, buying an estimated $2.27M and bringing the position to 34,639 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Wells Fargo 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.

Wells Fargo held 34,639 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.34M as of Q2 2026.
Wells Fargo bought 33,799 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.27M.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3459 holding.
Wells Fargo 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 Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.