Western Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Western Wealth Management’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	$1.02M	Buy	15,100 +1,039	+7%	+$69.8K	0.03%	468
2026 Q1	$899K	Sell	14,061 -13,064	-48%	-$865K	0.03%	480
2025 Q4	$1.8M	Buy	+27,125	New	+$1.78M	0.08%	233

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

Western Wealth Management's HELO Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.4% in Q2 2026, buying an estimated $69.8K and bringing the position to 15,100 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #468.

Western Wealth Management first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Western Wealth Management held 15,100 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.02M as of Q2 2026.
Western Wealth Management bought 1,039 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $69.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #468 holding.
Western Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
Western Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.8M in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.