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 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. 72 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.
72 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.