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HELOHELO
5 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Yes. RWA Wealth Partners holds 763,321 shares of HELO, worth $51.6M, as of its Q2 2026 13F filing. It increased the position by 54,750 shares (+7.7%) from Q1 2026. RWA Wealth Partners has held HELO since Q2 2025, across 5 quarterly 13F filings. HELO is 0.5% of RWA Wealth Partners' reported 13F portfolio.

Current Value

$51.6M

Current Shares

763,321

Total Value Change

-$3.1M

Total Shares Change

-110,078

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
763,321
+7.7%
$51.6M0.5%$67.58
38
2026-Q1
Decreased
708,571
-8.8%
$45.3M0.5%$66.26
0
2025-Q4
Decreased
777,372
-8.3%
$51.6M0.6%$66.80
0
2025-Q3
Decreased
848,042
-2.9%
$55.1M0.6%$64.85
0
2025-Q2
New
873,399
-
$54.7M0.7%$62.30
57

Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC.

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