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YHB Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

YHB Investment Advisors’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 		$2.01M Sell
29,784
-4,173
-12% -$280K 0.13% 127
2026
Q1 		$2.17M Buy
33,957
+5,855
+21% +$388K 0.16% 117
2025
Q4 		$1.87M Buy
28,102
+7,820
+39% +$513K 0.13% 130
2025
Q3 		$1.32M Buy
20,282
+7,733
+62% +$494K 0.1% 143
2025
Q2 		$785K Buy
+12,549
New +$757K 0.06% 174

Other funds holding HELO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

YHB Investment Advisors's HELO Position: Q2 2026 in Review

YHB Investment Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q2 2026, selling an estimated $280K and leaving 29,784 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #127.

YHB Investment Advisors first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q1 2026. 70 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • YHB Investment Advisors held 29,784 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.01M as of Q2 2026.
  • YHB Investment Advisors sold 4,173 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $280K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • YHB Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
  • YHB Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.17M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.