AmeriFlex Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

AmeriFlex Group’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 Q3	$693K	Buy	1,525 +1,366	+859%	+$94.1K	0.24%	88
2026 Q2	$10.7K	Buy	159 +133	+512%	+$8.93K	﹤0.01%	835
2026 Q1	$1.66K	Hold	26	–	–	﹤0.01%	967
2025 Q4	$1.73K	Buy	+26	New	+$1.71K	﹤0.01%	1008
2025 Q3	–	Sell	-451	Closed	-$28.1K	–	1179
2025 Q2	$28.1K	Buy	451 +144	+47%	+$8.69K	0.01%	498
2025 Q1	$18.3K	Buy	+307	New	+$19K	0.01%	702

Other funds holding HELO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

AmeriFlex Group's HELO Position: Q3 2026 in Review

AmeriFlex Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 859% in Q3 2026, buying an estimated $94.1K and bringing the position to 1,525 shares worth $693K. The position accounts for 0.24% of the portfolio, ranked #88.

AmeriFlex Group first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

AmeriFlex Group held 1,525 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $693K as of Q3 2026.
AmeriFlex Group bought 1,366 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $94.1K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.24% of AmeriFlex Group's portfolio in Q3 2026, its #88 holding.
AmeriFlex Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.