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

Bayban’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
Q1 		– Sell
-46
Closed -$3.06K – 693
2025
Q4 		$3.06K Buy
+46
New +$3.02K ﹤0.01% 510

Other funds holding HELO

LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Bayban's HELO Position: Q1 2026 in Review

Bayban sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 46 shares — an estimated $3.06K sold.

Bayban first reported a position in HELO in Q4 2025 and held it in 1 quarter. The position peaked at $3.06K in Q4 2025. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Bayban reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • Bayban sold 46 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $3.06K.
  • Bayban first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and held it in 1 quarter.
  • Bayban's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.06K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Bayban's 13F filing for Q1 2026, filed 24 Apr 2026.